ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $786,219 | -8.7% | 3,508 | -1.2% | 0.38% | -5.7% |
Q2 2023 | $861,093 | +6.9% | 3,549 | -0.1% | 0.41% | -5.6% |
Q1 2023 | $805,398 | +10.6% | 3,551 | +4.6% | 0.43% | 0.0% |
Q4 2022 | $728,462 | +0.2% | 3,396 | -3.5% | 0.43% | -7.5% |
Q3 2022 | $727,000 | 0.0% | 3,519 | -0.1% | 0.46% | +4.0% |
Q2 2022 | $727,000 | +24.5% | 3,522 | +54.2% | 0.45% | +38.4% |
Q1 2022 | $584,000 | -23.0% | 2,284 | -11.6% | 0.32% | -18.8% |
Q4 2021 | $758,000 | 0.0% | 2,585 | +0.2% | 0.40% | -7.4% |
Q3 2021 | $758,000 | -5.7% | 2,580 | -0.0% | 0.43% | -8.1% |
Q2 2021 | $804,000 | -9.8% | 2,581 | -12.8% | 0.47% | -16.9% |
Q1 2021 | $891,000 | +4.5% | 2,961 | -0.5% | 0.56% | -2.1% |
Q4 2020 | $853,000 | – | 2,977 | – | 0.58% | – |
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% |