ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $69,865 | +12.5% | 277 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $62,090 | -32.1% | 277 | -26.5% | 0.00% | 0.0% |
| Q2 2023 | $91,483 | +7.0% | 377 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $85,511 | +5.7% | 377 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $80,874 | -1.4% | 377 | -4.8% | 0.00% | -33.3% |
| Q3 2022 | $82,000 | +5.1% | 396 | +5.0% | 0.00% | +50.0% |
| Q2 2022 | $78,000 | -18.8% | 377 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $96,000 | -12.7% | 377 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $110,000 | -5.2% | 377 | -4.6% | 0.00% | 0.0% |
| Q3 2021 | $116,000 | -43.7% | 395 | -40.2% | 0.00% | -50.0% |
| Q2 2021 | $206,000 | +4.0% | 660 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $198,000 | -2.0% | 660 | -6.4% | 0.01% | -14.3% |
| Q4 2020 | $202,000 | +29.5% | 705 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $156,000 | +6.8% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $146,000 | +30.4% | 705 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $112,000 | -25.8% | 705 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $151,000 | +11.0% | 705 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $136,000 | -4.2% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $142,000 | +2.2% | 705 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $139,000 | +17.8% | 705 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $118,000 | -22.4% | 705 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $152,000 | +5.6% | 705 | 0.0% | 0.01% | +16.7% |
| Q2 2018 | $144,000 | +7.5% | 705 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $134,000 | +4366.7% | 705 | +2720.0% | 0.01% | – |
| Q2 2016 | $3,000 | -25.0% | 25 | -13.8% | 0.00% | – |
| Q4 2015 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q3 2015 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q2 2015 | $4,000 | – | 29 | – | 0.00% | – |
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% |