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 | $382,689 | -7.8% | 1,707 | -0.2% | 0.04% | -2.3% |
| Q2 2023 | $415,261 | +4.0% | 1,711 | -2.8% | 0.04% | 0.0% |
| Q1 2023 | $399,241 | -71.7% | 1,760 | -73.2% | 0.04% | -72.5% |
| Q4 2022 | $1,408,469 | +302.4% | 6,565 | +286.6% | 0.16% | +247.8% |
| Q3 2022 | $350,000 | -0.3% | 1,698 | -0.4% | 0.05% | +2.2% |
| Q2 2022 | $351,000 | -19.3% | 1,704 | +0.1% | 0.04% | -6.2% |
| Q1 2022 | $435,000 | -13.9% | 1,702 | -1.3% | 0.05% | -12.7% |
| Q4 2021 | $505,000 | -50.2% | 1,724 | -22.9% | 0.06% | -14.1% |
| Q3 2021 | $1,014,000 | +87.8% | 2,237 | +29.2% | 0.06% | -7.2% |
| Q2 2021 | $540,000 | +1.5% | 1,732 | -2.1% | 0.07% | -10.4% |
| Q1 2021 | $532,000 | +1.3% | 1,770 | -3.4% | 0.08% | -4.9% |
| Q4 2020 | $525,000 | +29.0% | 1,832 | -0.4% | 0.08% | +19.1% |
| Q3 2020 | $407,000 | +1.8% | 1,840 | -5.1% | 0.07% | -5.6% |
| Q2 2020 | $400,000 | +27.0% | 1,938 | -2.9% | 0.07% | +14.3% |
| Q1 2020 | $315,000 | +27.0% | 1,996 | +61.6% | 0.06% | +43.2% |
| Q2 2019 | $248,000 | +2.1% | 1,235 | -0.1% | 0.04% | -2.2% |
| Q1 2019 | $243,000 | +7.0% | 1,236 | -8.5% | 0.04% | -6.2% |
| Q4 2018 | $227,000 | -16.2% | 1,351 | +7.2% | 0.05% | 0.0% |
| Q3 2018 | $271,000 | -33.9% | 1,260 | -37.2% | 0.05% | -37.7% |
| Q2 2018 | $410,000 | -28.2% | 2,005 | -33.1% | 0.08% | -42.5% |
| Q1 2018 | $571,000 | -9.4% | 2,997 | -11.2% | 0.13% | +10.7% |
| Q4 2017 | $630,000 | -54.8% | 3,374 | -56.7% | 0.12% | -58.0% |
| Q3 2017 | $1,393,000 | +20.0% | 7,784 | +13.1% | 0.29% | +14.7% |
| Q2 2017 | $1,161,000 | +21.6% | 6,881 | +16.4% | 0.25% | +8.7% |
| Q1 2017 | $955,000 | +19.1% | 5,909 | +13.4% | 0.23% | -0.9% |
| Q4 2016 | $802,000 | +26.9% | 5,211 | +22.7% | 0.23% | +11.0% |
| Q3 2016 | $632,000 | +108.6% | 4,247 | +92.4% | 0.21% | +82.6% |
| Q2 2016 | $303,000 | – | 2,207 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 77,090 | $16,514,219,000 | 14.90% |
| Noven Financial Group, Inc. | 124,424 | $26,654,000 | 12.32% |
| Rinet Co LLC | 161,807 | $34,662,000 | 9.50% |
| Cohen Klingenstein LLC | 662,705 | $141,965,000 | 8.25% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,891,000 | 7.15% |
| Hillcrest Wealth Advisors - NY, LLC | 33,110 | $7,093,000 | 5.90% |
| Corundum Group, Inc. | 26,183 | $5,609,000 | 5.89% |
| Crestone Asset Management LLC | 80,784 | $17,306,000 | 5.86% |
| JOYN Advisors, Inc. | 116,192 | $24,891,000 | 5.33% |
| Powell Investment Advisors, LLC | 22,356 | $4,789,000 | 4.99% |