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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $415,919 | +8.3% | 1,714 | +1.2% | 0.04% | +2.5% |
| Q1 2023 | $384,006 | -1.5% | 1,693 | -6.9% | 0.04% | -9.1% |
| Q4 2022 | $389,997 | +8.9% | 1,818 | +5.0% | 0.04% | -15.4% |
| Q3 2022 | $358,000 | -1.1% | 1,731 | -1.4% | 0.05% | +6.1% |
| Q2 2022 | $362,000 | -22.5% | 1,755 | -3.9% | 0.05% | -12.5% |
| Q1 2022 | $467,000 | -6.0% | 1,826 | +7.6% | 0.06% | -13.8% |
| Q4 2021 | $497,000 | +17.8% | 1,697 | +18.0% | 0.06% | +1.6% |
| Q3 2021 | $422,000 | -25.3% | 1,438 | -20.7% | 0.06% | -32.6% |
| Q2 2021 | $565,000 | -12.1% | 1,813 | -15.2% | 0.10% | -34.9% |
| Q1 2021 | $643,000 | +140.8% | 2,137 | +129.3% | 0.15% | +108.6% |
| Q4 2020 | $267,000 | +23.0% | 932 | -18.1% | 0.07% | -64.6% |
| Q1 2018 | $217,000 | +1.9% | 1,138 | -0.1% | 0.20% | +1.5% |
| Q4 2017 | $213,000 | +4.4% | 1,139 | +0.1% | 0.20% | -1.5% |
| Q3 2017 | $204,000 | 0.0% | 1,138 | -5.9% | 0.20% | +17.9% |
| Q2 2017 | $204,000 | – | 1,209 | – | 0.17% | – |
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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% |