ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 790 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $223,676 | -3.1% | 852 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $230,722 | -3.4% | 852 | -10.0% | 0.02% | -18.2% |
| Q4 2023 | $238,852 | +12.5% | 947 | 0.0% | 0.02% | +4.8% |
| Q3 2023 | $212,270 | -7.6% | 947 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $229,799 | +7.0% | 947 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $214,799 | +104171.4% | 947 | -1.6% | 0.02% | +5.0% |
| Q4 2022 | $206 | -99.9% | 962 | 0.0% | 0.02% | -9.1% |
| Q1 2022 | $246,000 | -14.9% | 962 | -2.5% | 0.02% | -8.3% |
| Q4 2021 | $289,000 | -0.3% | 987 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $290,000 | -7.1% | 987 | -1.5% | 0.03% | -6.9% |
| Q2 2021 | $312,000 | +2.6% | 1,002 | -1.0% | 0.03% | -3.3% |
| Q1 2021 | $304,000 | +4.8% | 1,012 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $290,000 | +29.5% | 1,012 | 0.0% | 0.03% | +15.4% |
| Q3 2020 | $224,000 | +7.2% | 1,012 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $209,000 | – | 1,012 | – | 0.03% | – |
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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% |