ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 780 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,621 | -5.0% | 2,086 | +2.9% | 0.13% | -7.4% |
| Q2 2023 | $492,030 | +8.9% | 2,028 | +1.8% | 0.14% | +1.5% |
| Q1 2023 | $451,759 | +105698.4% | 1,992 | +0.1% | 0.13% | -5.6% |
| Q4 2022 | $427 | -99.9% | 1,990 | -2.0% | 0.14% | -19.8% |
| Q3 2022 | $419,000 | -2.1% | 2,030 | -2.1% | 0.18% | -13.2% |
| Q2 2022 | $428,000 | -15.7% | 2,073 | +4.4% | 0.20% | +9.1% |
| Q1 2022 | $508,000 | -12.7% | 1,986 | +0.1% | 0.19% | -21.4% |
| Q4 2021 | $582,000 | +5.1% | 1,985 | +5.1% | 0.24% | +36.8% |
| Q3 2021 | $554,000 | – | 1,888 | – | 0.17% | – |
Download | ||||||
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% |