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 | $254 | +7.2% | 1,045 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $237 | -3.3% | 1,045 | -8.3% | 0.01% | -7.7% |
| Q4 2022 | $245 | -99.9% | 1,140 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $236,000 | -1.7% | 1,140 | -1.9% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -21.3% | 1,162 | -2.6% | 0.01% | -7.1% |
| Q1 2022 | $305,000 | -12.9% | 1,193 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $350,000 | -0.8% | 1,193 | -0.7% | 0.02% | -11.8% |
| Q3 2021 | $353,000 | -7.6% | 1,202 | -2.0% | 0.02% | -5.6% |
| Q2 2021 | $382,000 | +3.5% | 1,227 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $369,000 | -6.1% | 1,227 | -38.6% | 0.02% | -52.4% |
| Q1 2019 | $393,000 | -13.2% | 2,000 | -5.1% | 0.04% | -17.6% |
| Q3 2018 | $453,000 | +17.7% | 2,108 | +11.8% | 0.05% | +6.2% |
| Q2 2018 | $385,000 | +17.7% | 1,885 | -21.5% | 0.05% | -15.8% |
| Q1 2014 | $327,000 | +0.6% | 2,400 | 0.0% | 0.06% | -26.0% |
| Q4 2013 | $325,000 | +7.6% | 2,400 | 0.0% | 0.08% | -3.8% |
| Q3 2013 | $302,000 | – | 2,400 | – | 0.08% | – |
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% |