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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $661,000 | +3.3% | 6,296 | +3.3% | 0.00% | 0.0% |
| Q3 2019 | $640,000 | +0.3% | 6,094 | +0.2% | 0.00% | 0.0% |
| Q2 2019 | $638,000 | -23.5% | 6,080 | -23.4% | 0.00% | 0.0% |
| Q1 2019 | $834,000 | +13.5% | 7,940 | +13.4% | 0.00% | 0.0% |
| Q4 2018 | $735,000 | +7.1% | 7,002 | +7.2% | 0.00% | 0.0% |
| Q3 2018 | $686,000 | +3.9% | 6,530 | +3.9% | 0.00% | 0.0% |
| Q2 2018 | $660,000 | -6.1% | 6,287 | -6.2% | 0.00% | 0.0% |
| Q1 2018 | $703,000 | +9.8% | 6,699 | +9.9% | 0.00% | 0.0% |
| Q4 2017 | $640,000 | +4.2% | 6,093 | +4.2% | 0.00% | 0.0% |
| Q3 2017 | $614,000 | +12.2% | 5,845 | +12.2% | 0.00% | 0.0% |
| Q2 2017 | $547,000 | +12.8% | 5,210 | +12.8% | 0.00% | 0.0% |
| Q1 2017 | $485,000 | +3.6% | 4,620 | +3.7% | 0.00% | 0.0% |
| Q4 2016 | $468,000 | +7.6% | 4,455 | +7.6% | 0.00% | 0.0% |
| Q3 2016 | $435,000 | -37.0% | 4,142 | -37.0% | 0.00% | 0.0% |
| Q2 2016 | $690,000 | +4.5% | 6,573 | +4.6% | 0.00% | 0.0% |
| Q1 2016 | $660,000 | +5.9% | 6,285 | +6.0% | 0.00% | 0.0% |
| Q4 2015 | $623,000 | +8.2% | 5,930 | +8.0% | 0.00% | 0.0% |
| Q3 2015 | $576,000 | +27.2% | 5,491 | +27.3% | 0.00% | 0.0% |
| Q2 2015 | $453,000 | +59.5% | 4,314 | +59.7% | 0.00% | 0.0% |
| Q1 2015 | $284,000 | – | 2,702 | – | 0.00% | – |
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% |