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 | $708,090 | -7.6% | 3,159 | 0.0% | 0.42% | -13.1% |
| Q2 2023 | $766,563 | +7.0% | 3,159 | 0.0% | 0.49% | -1.8% |
| Q1 2023 | $716,524 | +5.7% | 3,159 | 0.0% | 0.50% | +1.0% |
| Q4 2022 | $677,669 | +3.8% | 3,159 | 0.0% | 0.49% | -28.1% |
| Q3 2022 | $653,000 | +0.2% | 3,159 | 0.0% | 0.68% | -18.0% |
| Q2 2022 | $652,000 | -19.3% | 3,159 | 0.0% | 0.83% | -1.3% |
| Q1 2022 | $808,000 | -12.7% | 3,159 | 0.0% | 0.84% | -14.7% |
| Q4 2021 | $926,000 | -12.6% | 3,159 | -12.5% | 0.99% | -44.3% |
| Q3 2021 | $1,060,000 | -5.8% | 3,609 | 0.0% | 1.78% | +3.9% |
| Q2 2021 | $1,125,000 | +3.7% | 3,609 | 0.0% | 1.71% | -11.1% |
| Q1 2021 | $1,085,000 | +4.8% | 3,609 | 0.0% | 1.92% | -14.5% |
| Q4 2020 | $1,035,000 | +29.5% | 3,609 | 0.0% | 2.25% | +5.9% |
| Q3 2020 | $799,000 | +7.0% | 3,609 | 0.0% | 2.13% | -1.8% |
| Q2 2020 | $747,000 | +30.8% | 3,609 | 0.0% | 2.16% | +8.1% |
| Q1 2020 | $571,000 | -26.1% | 3,609 | 0.0% | 2.00% | -6.5% |
| Q4 2019 | $773,000 | +10.0% | 3,609 | -1.0% | 2.14% | -7.6% |
| Q3 2019 | $703,000 | -4.0% | 3,645 | 0.0% | 2.32% | -7.7% |
| Q2 2019 | $732,000 | +2.1% | 3,645 | 0.0% | 2.51% | +2.8% |
| Q1 2019 | $717,000 | +17.2% | 3,645 | 0.0% | 2.44% | +2.7% |
| Q4 2018 | $612,000 | -21.9% | 3,645 | 0.0% | 2.38% | -7.8% |
| Q3 2018 | $784,000 | +5.2% | 3,645 | 0.0% | 2.58% | +3.7% |
| Q2 2018 | $745,000 | +7.2% | 3,645 | 0.0% | 2.49% | +1.0% |
| Q1 2018 | $695,000 | +2.1% | 3,645 | 0.0% | 2.46% | +9.4% |
| Q4 2017 | $681,000 | +4.4% | 3,645 | 0.0% | 2.25% | -1.7% |
| Q3 2017 | $652,000 | +6.0% | 3,645 | 0.0% | 2.29% | -9.5% |
| Q2 2017 | $615,000 | – | 3,645 | – | 2.53% | – |
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% |