ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,131 | +15.5% | 1,575 | +25.1% | 0.13% | +17.5% |
| Q2 2023 | $305,612 | +7.0% | 1,259 | 0.0% | 0.11% | -2.6% |
| Q1 2023 | $285,663 | +5.7% | 1,259 | 0.0% | 0.12% | -0.8% |
| Q4 2022 | $270,172 | +3.1% | 1,259 | -0.6% | 0.12% | -4.8% |
| Q3 2022 | $262,000 | +0.4% | 1,267 | 0.0% | 0.12% | +6.0% |
| Q2 2022 | $261,000 | -22.1% | 1,267 | -3.2% | 0.12% | -12.0% |
| Q1 2022 | $335,000 | -43.3% | 1,309 | -35.1% | 0.13% | -44.6% |
| Q4 2021 | $591,000 | – | 2,018 | – | 0.24% | – |
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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% |