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 | $722,394 | -6.8% | 3,224 | +1.0% | 0.54% | -4.3% |
| Q2 2023 | $774,801 | +1.3% | 3,192 | -5.4% | 0.56% | -4.9% |
| Q1 2023 | $765,135 | +9.3% | 3,374 | +3.4% | 0.59% | -4.8% |
| Q4 2022 | $700,204 | +7.4% | 3,263 | +3.4% | 0.62% | -1.1% |
| Q3 2022 | $652,000 | -1.7% | 3,155 | -2.0% | 0.63% | +5.9% |
| Q2 2022 | $663,000 | -17.2% | 3,218 | +2.8% | 0.59% | -0.8% |
| Q1 2022 | $801,000 | -10.1% | 3,131 | +3.0% | 0.60% | -2.6% |
| Q4 2021 | $891,000 | -1.0% | 3,040 | -0.8% | 0.61% | -10.9% |
| Q3 2021 | $900,000 | +1.6% | 3,063 | +7.9% | 0.69% | -0.4% |
| Q2 2021 | $886,000 | +39.3% | 2,840 | +34.2% | 0.69% | +29.2% |
| Q1 2021 | $636,000 | -10.9% | 2,116 | -15.1% | 0.53% | -12.9% |
| Q4 2020 | $714,000 | +21.4% | 2,492 | -6.3% | 0.61% | +14.8% |
| Q3 2020 | $588,000 | +5.8% | 2,659 | -1.3% | 0.53% | -1.1% |
| Q2 2020 | $556,000 | +28.7% | 2,693 | -1.7% | 0.54% | +1.3% |
| Q1 2020 | $432,000 | -24.3% | 2,740 | +2.7% | 0.53% | -7.5% |
| Q4 2019 | $571,000 | – | 2,669 | – | 0.58% | – |
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% |