ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 791 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,569 | -7.7% | 7 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,699 | +7.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,588 | +5.7% | 7 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,502 | +50.2% | 7 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | -50.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -94.6% | 7 | -96.0% | 0.00% | -95.8% |
| Q4 2019 | $37,000 | – | 174 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 709,565 | $79,124,000 | 18.41% |
| LifePlan Financial Group, Inc | 102,854 | $11,469,000 | 12.73% |
| CEDAR HILL ASSOCIATES, LLC | 358,965 | $40,028,000 | 7.85% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 92,734 | $10,341,000 | 7.28% |
| HOLT-SMITH ADVISORS INC | 41,463 | $4,624,000 | 6.52% |
| Wilmington Trust Investment Management, LLC | 261,152 | $29,122,000 | 6.26% |
| Corundum Group, Inc. | 8,531 | $951,000 | 5.85% |
| Huntington Steele LLC | 68,715 | $7,662,000 | 4.16% |
| Clark Capital Management Group, Inc. | 385,593 | $42,997,000 | 3.96% |
| JOYN Advisors, Inc. | 70,357 | $7,845,613,000 | 3.89% |