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 | $541,546 | -7.6% | 2,416 | 0.0% | 0.38% | -6.7% |
| Q2 2023 | $586,267 | +7.0% | 2,416 | 0.0% | 0.41% | -13.1% |
| Q1 2023 | $547,997 | +5.7% | 2,416 | 0.0% | 0.47% | +5.7% |
| Q4 2022 | $518,280 | +3.9% | 2,416 | 0.0% | 0.44% | -20.5% |
| Q3 2022 | $499,000 | +0.2% | 2,416 | 0.0% | 0.56% | +3.7% |
| Q2 2022 | $498,000 | -19.4% | 2,416 | 0.0% | 0.54% | +21.0% |
| Q1 2022 | $618,000 | -12.7% | 2,416 | 0.0% | 0.44% | -3.5% |
| Q4 2021 | $708,000 | – | 2,416 | – | 0.46% | – |
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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% |