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 | $44,998 | -65.5% | 201 | -62.6% | 0.01% | -64.3% |
Q2 2023 | $130,375 | +226.6% | 537 | +205.1% | 0.03% | +154.5% |
Q1 2023 | $39,915 | +17.2% | 176 | +10.7% | 0.01% | +10.0% |
Q4 2022 | $34,051 | +325.6% | 159 | +329.7% | 0.01% | +400.0% |
Q2 2022 | $8,000 | +100.0% | 37 | +117.6% | 0.00% | +100.0% |
Q1 2022 | $4,000 | -86.7% | 17 | -83.7% | 0.00% | -85.7% |
Q4 2021 | $30,000 | +3.4% | 104 | +6.1% | 0.01% | -41.7% |
Q3 2021 | $29,000 | -9.4% | 98 | -5.8% | 0.01% | +33.3% |
Q2 2021 | $32,000 | -40.7% | 104 | -42.5% | 0.01% | -50.0% |
Q1 2021 | $54,000 | +285.7% | 181 | +277.1% | 0.02% | +63.6% |
Q4 2020 | $14,000 | – | 48 | – | 0.01% | – |
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% |