ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $663,036 | -11.6% | 2,958 | -4.3% | 0.19% | -8.5% |
| Q2 2023 | $750,062 | +2.7% | 3,091 | -4.0% | 0.21% | -4.9% |
| Q1 2023 | $730,134 | +3.5% | 3,219 | -2.1% | 0.22% | -5.9% |
| Q4 2022 | $705,342 | +4.8% | 3,288 | +1.0% | 0.24% | -1.7% |
| Q3 2022 | $673,000 | +0.9% | 3,257 | +0.7% | 0.24% | +5.7% |
| Q2 2022 | $667,000 | -91.7% | 3,235 | -89.7% | 0.23% | -89.8% |
| Q1 2022 | $8,014,000 | -0.2% | 31,335 | +14.3% | 2.23% | +9.1% |
| Q4 2021 | $8,032,000 | +3724.8% | 27,408 | +2696.7% | 2.04% | +3041.5% |
| Q4 2019 | $210,000 | – | 980 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 678,065 | $109,616,000 | 17.54% |
| Rinet Co LLC | 138,836 | $22,444,000 | 10.21% |
| Corundum Group, Inc. | 33,610 | $5,433,000 | 6.85% |
| Bishop & Co Investment Management, LLC | 45,018 | $7,278,000 | 6.66% |
| Crestone Asset Management LLC | 81,495 | $13,174,000 | 5.93% |
| BARING ASSET MANAGEMENT Ltd | 514,376 | $82,917,000 | 5.80% |
| Barber Financial Group, Inc. | 90,982 | $14,708,000 | 5.03% |
| JOYN Advisors, Inc. | 95,172 | $15,385,000 | 5.02% |
| LBJ Family Wealth Advisors, Ltd. | 32,710 | $5,288,000 | 5.02% |
| Ken Stern & Associates, Inc. | 62,534 | $10,300,000 | 4.83% |