ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 673 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,376 | -2.8% | 1,117 | +5.3% | 0.07% | -2.8% |
| Q2 2023 | $257,462 | +6.9% | 1,061 | -0.1% | 0.07% | -4.1% |
| Q1 2023 | $240,883 | +7.7% | 1,062 | +1.8% | 0.07% | -6.3% |
| Q4 2022 | $223,744 | +4.1% | 1,043 | 0.0% | 0.08% | -8.1% |
| Q3 2022 | $215,000 | 0.0% | 1,043 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $215,000 | -33.4% | 1,043 | -17.5% | 0.09% | -30.1% |
| Q1 2022 | $323,000 | -12.7% | 1,264 | 0.0% | 0.12% | -20.6% |
| Q4 2021 | $370,000 | -1.3% | 1,264 | -1.1% | 0.16% | -9.4% |
| Q3 2021 | $375,000 | -5.8% | 1,278 | 0.0% | 0.17% | -9.0% |
| Q2 2021 | $398,000 | -84.2% | 1,278 | -85.5% | 0.19% | -88.7% |
| Q4 2020 | $2,524,000 | +811.2% | 8,803 | +604.2% | 1.67% | +746.2% |
| Q3 2020 | $277,000 | -4.2% | 1,250 | -10.7% | 0.20% | -29.4% |
| Q2 2020 | $289,000 | +19.4% | 1,399 | -8.4% | 0.28% | -9.1% |
| Q1 2020 | $242,000 | -20.4% | 1,528 | +7.7% | 0.31% | +37.1% |
| Q4 2019 | $304,000 | – | 1,419 | – | 0.22% | – |
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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% |