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 | $864,710 | +124.3% | 3,909 | +141.4% | 0.04% | -14.0% |
| Q2 2023 | $385,527 | -54.7% | 1,619 | -56.8% | 0.05% | +16.3% |
| Q1 2023 | $851,872 | -36.0% | 3,749 | -39.6% | 0.04% | -30.6% |
| Q4 2022 | $1,330,718 | +35.8% | 6,203 | +30.8% | 0.06% | +5.1% |
| Q3 2022 | $980,000 | -2.6% | 4,743 | -2.7% | 0.06% | +1.7% |
| Q2 2022 | $1,006,000 | -22.4% | 4,877 | -3.8% | 0.06% | +23.4% |
| Q1 2022 | $1,297,000 | -18.0% | 5,070 | -6.1% | 0.05% | -19.0% |
| Q4 2021 | $1,582,000 | – | 5,400 | – | 0.06% | – |
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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% |