ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $180,556 | -7.5% | 804 | 0.0% | 0.04% | -2.6% |
Q2 2023 | $195,099 | +7.0% | 804 | 0.0% | 0.04% | +2.7% |
Q1 2023 | $182,364 | +14.0% | 804 | +7.8% | 0.04% | +12.1% |
Q4 2022 | $160,032 | +2.6% | 746 | -0.9% | 0.03% | +6.5% |
Q3 2022 | $156,000 | +0.6% | 753 | 0.0% | 0.03% | +3.3% |
Q2 2022 | $155,000 | -19.7% | 753 | 0.0% | 0.03% | -6.2% |
Q1 2022 | $193,000 | – | 753 | – | 0.03% | – |
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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% |