ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,404 | -7.6% | 162 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $39,410 | -35.5% | 162 | -39.8% | 0.03% | -45.0% |
| Q1 2023 | $61,084 | -39.7% | 269 | -43.0% | 0.06% | -43.9% |
| Q4 2022 | $101,289 | -36.1% | 472 | -38.5% | 0.11% | -37.4% |
| Q3 2022 | $158,455 | -16.7% | 767 | -16.8% | 0.17% | -7.6% |
| Q2 2022 | $190,218 | -3.0% | 922 | +20.2% | 0.18% | +8.8% |
| Q1 2022 | $196,161 | -77.8% | 767 | -74.5% | 0.17% | -74.0% |
| Q4 2021 | $882,243 | – | 3,011 | – | 0.65% | – |
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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% |