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 | $7,805,469 | -17.4% | 34,822 | -20.9% | 0.16% | -33.7% |
| Q4 2022 | $9,444,027 | +2685.8% | 44,024 | +2582.8% | 0.24% | +2600.0% |
| Q3 2022 | $339,000 | -53.4% | 1,641 | -42.3% | 0.01% | -43.8% |
| Q1 2022 | $728,000 | -92.3% | 2,846 | -91.2% | 0.02% | -91.5% |
| Q4 2021 | $9,501,000 | – | 32,423 | – | 0.19% | – |
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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% |