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 | $217,426 | -7.6% | 970 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $235,380 | +7.6% | 970 | +0.6% | 0.02% | 0.0% |
| Q1 2023 | $218,654 | +23.7% | 964 | +17.0% | 0.02% | +15.4% |
| Q4 2022 | $176,764 | +3.4% | 824 | -0.8% | 0.01% | -7.1% |
| Q3 2022 | $171,000 | -2.3% | 831 | -1.9% | 0.01% | +7.7% |
| Q2 2022 | $175,000 | -19.4% | 847 | 0.0% | 0.01% | -13.3% |
| Q1 2022 | $217,000 | -12.5% | 847 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $248,000 | -0.4% | 847 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $249,000 | -7.8% | 847 | -2.3% | 0.02% | -5.3% |
| Q2 2021 | $270,000 | +5.9% | 867 | +2.4% | 0.02% | 0.0% |
| Q1 2021 | $255,000 | +28.1% | 847 | +22.0% | 0.02% | +18.8% |
| Q4 2020 | $199,000 | +79.3% | 694 | +38.8% | 0.02% | +60.0% |
| Q3 2020 | $111,000 | -13.3% | 500 | -19.0% | 0.01% | -23.1% |
| Q2 2020 | $128,000 | -11.7% | 617 | -32.7% | 0.01% | -7.1% |
| Q1 2020 | $145,000 | -26.0% | 917 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $196,000 | +10.7% | 917 | 0.0% | 0.02% | +7.1% |
| Q3 2019 | $177,000 | -3.8% | 917 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $184,000 | +17.2% | 917 | +14.6% | 0.02% | +7.1% |
| Q1 2019 | $157,000 | +17.2% | 800 | 0.0% | 0.01% | +7.7% |
| Q4 2018 | $134,000 | -22.1% | 800 | 0.0% | 0.01% | -13.3% |
| Q3 2018 | $172,000 | +1.8% | 800 | -3.5% | 0.02% | 0.0% |
| Q2 2018 | $169,000 | +168.3% | 829 | +152.0% | 0.02% | +150.0% |
| Q1 2018 | $63,000 | +12.5% | 329 | +9.7% | 0.01% | +20.0% |
| Q4 2017 | $56,000 | +3.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $54,000 | +5.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $51,000 | -25.0% | 300 | -28.4% | 0.01% | -28.6% |
| Q1 2017 | $68,000 | +4.6% | 419 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $65,000 | +44.4% | 419 | +39.7% | 0.01% | +16.7% |
| Q3 2016 | $45,000 | +9.8% | 300 | 0.0% | 0.01% | +20.0% |
| Q2 2016 | $41,000 | +2.5% | 300 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $40,000 | -4.8% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $42,000 | -2.3% | 300 | -7.1% | 0.01% | -14.3% |
| Q3 2015 | $43,000 | -14.0% | 323 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $50,000 | +11.1% | 323 | +7.7% | 0.01% | 0.0% |
| Q1 2015 | $45,000 | +4.7% | 300 | 0.0% | 0.01% | +16.7% |
| Q4 2014 | $43,000 | +10.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $39,000 | -15.2% | 300 | -9.1% | 0.01% | -14.3% |
| Q2 2014 | $46,000 | +2.2% | 330 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $45,000 | 0.0% | 330 | 0.0% | 0.01% | -12.5% |
| Q4 2013 | $45,000 | +7.1% | 330 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $42,000 | +13.5% | 330 | 0.0% | 0.01% | +14.3% |
| Q2 2013 | $37,000 | – | 330 | – | 0.01% | – |
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% |