ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $241,790 | -93.4% | 1,066 | -93.7% | 0.00% | -93.2% |
| Q4 2022 | $3,655,849 | +31.7% | 17,042 | +79.9% | 0.06% | +59.5% |
| Q4 2021 | $2,776,000 | -72.9% | 9,472 | -72.9% | 0.04% | -74.7% |
| Q3 2021 | $10,251,000 | -2.5% | 34,915 | +3.5% | 0.15% | -2.7% |
| Q2 2021 | $10,517,000 | +8.9% | 33,741 | +5.1% | 0.15% | 0.0% |
| Q1 2021 | $9,658,000 | +5.5% | 32,113 | +0.6% | 0.15% | -2.0% |
| Q4 2020 | $9,154,000 | +25.1% | 31,926 | -3.3% | 0.15% | +7.7% |
| Q3 2020 | $7,316,000 | +24.6% | 33,028 | +16.3% | 0.14% | +17.4% |
| Q2 2020 | $5,873,000 | +1535.9% | 28,392 | +1597.1% | 0.12% | +1412.5% |
| Q4 2019 | $359,000 | -74.4% | 1,673 | -80.0% | 0.01% | -77.1% |
| Q4 2018 | $1,402,000 | – | 8,346 | – | 0.04% | – |
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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% |