ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 821 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 5.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $583,840 | +46682.1% | 2,406 | -56.3% | 0.00% | -100.0% |
| Q1 2023 | $1,248 | -99.9% | 5,501 | -15.0% | 0.00% | 0.0% |
| Q3 2022 | $1,338,000 | -3.8% | 6,475 | -4.0% | 0.00% | 0.0% |
| Q2 2022 | $1,391,000 | +9.5% | 6,743 | +65.5% | 0.00% | 0.0% |
| Q2 2021 | $1,270,000 | -74.2% | 4,074 | -75.1% | 0.00% | -75.0% |
| Q1 2021 | $4,920,000 | +100.2% | 16,359 | +90.8% | 0.00% | +100.0% |
| Q4 2020 | $2,458,000 | +730.4% | 8,572 | +542.1% | 0.00% | – |
| Q3 2020 | $296,000 | -67.9% | 1,335 | -70.0% | 0.00% | -100.0% |
| Q2 2020 | $921,000 | -52.5% | 4,452 | -55.7% | 0.00% | -66.7% |
| Q3 2019 | $1,938,000 | +147.8% | 10,058 | +153.0% | 0.00% | +200.0% |
| Q1 2019 | $782,000 | -49.9% | 3,975 | -57.3% | 0.00% | -50.0% |
| Q4 2018 | $1,562,000 | -40.6% | 9,300 | -24.0% | 0.00% | -33.3% |
| Q3 2018 | $2,631,000 | -52.4% | 12,231 | -54.7% | 0.00% | -57.1% |
| Q2 2018 | $5,523,000 | +283.8% | 27,028 | +258.0% | 0.01% | +250.0% |
| Q1 2018 | $1,439,000 | -48.9% | 7,550 | -62.6% | 0.00% | -66.7% |
| Q4 2015 | $2,814,000 | -62.8% | 20,201 | -64.2% | 0.01% | -60.0% |
| Q3 2015 | $7,564,000 | +184.7% | 56,464 | +228.5% | 0.02% | +200.0% |
| Q2 2015 | $2,657,000 | +967.1% | 17,190 | +855.0% | 0.01% | +400.0% |
| Q2 2014 | $249,000 | -92.6% | 1,800 | -92.7% | 0.00% | -90.0% |
| Q1 2014 | $3,345,000 | +39.5% | 24,586 | +39.0% | 0.01% | +25.0% |
| Q4 2013 | $2,398,000 | – | 17,693 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gainplan LLC | 138,700 | $39,765,000 | 20.87% |
| VAUGHAN & Co SECURITIES, INC. | 73,901 | $21,188,000 | 18.78% |
| Cohen Klingenstein LLC | 646,625 | $185,387,000 | 9.26% |
| Powell Investment Advisors, LLC | 38,926 | $11,160,000 | 8.49% |
| WIPFLI FINANCIAL ADVISORS LLC, | 40,339 | $11,565,050,000 | 6.89% |
| BARINGS LLC | 929,976 | $266,624,000 | 6.83% |
| Advisors Preferred, LLC | 119,829 | $33,852,000 | 6.29% |
| SRS Capital Advisors, Inc. | 140,686 | $40,335,000 | 5.97% |
| MMA ASSET MANAGEMENT LLC | 21,412 | $6,139,000 | 5.97% |
| Hillcrest Wealth Advisors - NY, LLC | 30,975 | $8,881,000 | 5.94% |