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 | $672,450 | -7.6% | 3,000 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $727,980 | +7.0% | 3,000 | 0.0% | 0.03% | +4.0% |
| Q1 2023 | $680,460 | +5.7% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $643,560 | +3.8% | 3,000 | 0.0% | 0.02% | -3.8% |
| Q3 2022 | $620,000 | +0.2% | 3,000 | 0.0% | 0.03% | +8.3% |
| Q2 2022 | $619,000 | -19.3% | 3,000 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $767,000 | -12.7% | 3,000 | 0.0% | 0.03% | -10.3% |
| Q4 2021 | $879,000 | -0.2% | 3,000 | 0.0% | 0.03% | -6.5% |
| Q3 2021 | $881,000 | -5.8% | 3,000 | 0.0% | 0.03% | -8.8% |
| Q2 2021 | $935,000 | +3.7% | 3,000 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $902,000 | +4.9% | 3,000 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $860,000 | +27.2% | 3,000 | -1.6% | 0.04% | +16.7% |
| Q3 2020 | $676,000 | +7.1% | 3,050 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $631,000 | +30.9% | 3,050 | 0.0% | 0.03% | +6.9% |
| Q1 2020 | $482,000 | -26.2% | 3,050 | 0.0% | 0.03% | -14.7% |
| Q4 2019 | $653,000 | +11.1% | 3,050 | 0.0% | 0.03% | +3.0% |
| Q3 2019 | $588,000 | -4.7% | 3,050 | -0.7% | 0.03% | 0.0% |
| Q2 2019 | $617,000 | +2.8% | 3,073 | +0.8% | 0.03% | +3.1% |
| Q1 2019 | $600,000 | +17.2% | 3,050 | 0.0% | 0.03% | +6.7% |
| Q4 2018 | $512,000 | -22.0% | 3,050 | 0.0% | 0.03% | -16.7% |
| Q3 2018 | $656,000 | +5.3% | 3,050 | 0.0% | 0.04% | +2.9% |
| Q2 2018 | $623,000 | +4.5% | 3,050 | -2.6% | 0.04% | +2.9% |
| Q1 2018 | $596,000 | -1.2% | 3,130 | -3.1% | 0.03% | -2.9% |
| Q4 2017 | $603,000 | +4.3% | 3,230 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $578,000 | +6.1% | 3,230 | 0.0% | 0.04% | +2.9% |
| Q2 2017 | $545,000 | +4.4% | 3,230 | 0.0% | 0.03% | -8.1% |
| Q1 2017 | $522,000 | +5.0% | 3,230 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $497,000 | +3.3% | 3,230 | 0.0% | 0.04% | -2.6% |
| Q3 2016 | $481,000 | +8.6% | 3,230 | 0.0% | 0.04% | +2.7% |
| Q2 2016 | $443,000 | +2.5% | 3,230 | -0.8% | 0.04% | -2.6% |
| Q1 2016 | $432,000 | -4.6% | 3,255 | 0.0% | 0.04% | -2.6% |
| Q4 2015 | $453,000 | +3.9% | 3,255 | 0.0% | 0.04% | -2.5% |
| Q3 2015 | $436,000 | -13.3% | 3,255 | 0.0% | 0.04% | -11.1% |
| Q2 2015 | $503,000 | +2.0% | 3,255 | 0.0% | 0.04% | -2.2% |
| Q1 2015 | $493,000 | +6.5% | 3,255 | 0.0% | 0.05% | +4.5% |
| Q4 2014 | $463,000 | +9.7% | 3,255 | 0.0% | 0.04% | +4.8% |
| Q3 2014 | $422,000 | -24.1% | 3,255 | -19.0% | 0.04% | -23.6% |
| Q2 2014 | $556,000 | +25.5% | 4,018 | +23.4% | 0.06% | +22.2% |
| Q1 2014 | $443,000 | – | 3,255 | – | 0.04% | – |
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% |