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 | $2,621,210 | -5.3% | 11,694 | +2.6% | 0.02% | 0.0% |
| Q2 2023 | $2,766,809 | +107557.9% | 11,402 | +0.6% | 0.02% | +4.3% |
| Q1 2023 | $2,570 | -1.7% | 11,330 | -7.0% | 0.02% | -4.2% |
| Q4 2022 | $2,615 | -99.9% | 12,189 | +16.0% | 0.02% | +9.1% |
| Q3 2022 | $2,171,000 | -4.2% | 10,509 | -4.4% | 0.02% | 0.0% |
| Q2 2022 | $2,267,000 | -3.6% | 10,987 | +19.5% | 0.02% | +15.8% |
| Q1 2022 | $2,352,000 | -12.8% | 9,194 | -0.1% | 0.02% | -9.5% |
| Q4 2021 | $2,696,000 | -4.3% | 9,202 | -4.1% | 0.02% | -12.5% |
| Q3 2021 | $2,816,000 | -5.9% | 9,594 | -0.1% | 0.02% | -7.7% |
| Q2 2021 | $2,992,000 | +9.8% | 9,602 | +6.0% | 0.03% | +4.0% |
| Q1 2021 | $2,724,000 | +4.2% | 9,057 | -0.7% | 0.02% | 0.0% |
| Q4 2020 | $2,615,000 | +25.7% | 9,122 | -2.8% | 0.02% | +8.7% |
| Q3 2020 | $2,080,000 | +5.5% | 9,387 | -1.5% | 0.02% | 0.0% |
| Q2 2020 | $1,971,000 | +24.5% | 9,528 | -4.8% | 0.02% | +9.5% |
| Q1 2020 | $1,583,000 | -29.1% | 10,010 | -4.0% | 0.02% | -8.7% |
| Q4 2019 | $2,232,000 | +11.9% | 10,422 | +0.7% | 0.02% | +4.5% |
| Q3 2019 | $1,994,000 | -4.2% | 10,350 | -0.1% | 0.02% | -4.3% |
| Q2 2019 | $2,082,000 | +0.8% | 10,365 | -1.3% | 0.02% | -4.2% |
| Q1 2019 | $2,065,000 | +14.6% | 10,499 | -2.1% | 0.02% | +4.3% |
| Q4 2018 | $1,802,000 | -25.2% | 10,724 | -4.2% | 0.02% | -11.5% |
| Q3 2018 | $2,408,000 | +7.5% | 11,195 | +2.1% | 0.03% | +4.0% |
| Q2 2018 | $2,240,000 | +8.6% | 10,962 | +1.3% | 0.02% | +8.7% |
| Q1 2018 | $2,062,000 | +0.9% | 10,820 | -1.1% | 0.02% | +4.5% |
| Q4 2017 | $2,043,000 | +3.4% | 10,940 | -0.9% | 0.02% | 0.0% |
| Q3 2017 | $1,976,000 | +6.4% | 11,041 | +0.3% | 0.02% | 0.0% |
| Q2 2017 | $1,857,000 | -1.5% | 11,005 | -5.6% | 0.02% | 0.0% |
| Q1 2017 | $1,885,000 | +5.0% | 11,659 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $1,795,000 | +5.5% | 11,659 | +2.1% | 0.02% | 0.0% |
| Q3 2016 | $1,701,000 | +12.0% | 11,424 | +3.2% | 0.02% | +10.0% |
| Q2 2016 | $1,519,000 | -6.6% | 11,071 | -9.7% | 0.02% | -9.1% |
| Q1 2016 | $1,626,000 | -44.5% | 12,263 | -41.7% | 0.02% | -43.6% |
| Q4 2015 | $2,931,000 | +5.9% | 21,045 | +1.8% | 0.04% | 0.0% |
| Q3 2015 | $2,769,000 | 0.0% | 20,673 | +15.4% | 0.04% | +5.4% |
| Q2 2015 | $2,769,000 | -9.9% | 17,911 | -11.7% | 0.04% | -5.1% |
| Q1 2015 | $3,072,000 | +6.0% | 20,274 | -0.4% | 0.04% | +2.6% |
| Q4 2014 | $2,897,000 | +9.9% | 20,349 | +0.1% | 0.04% | +15.2% |
| Q3 2014 | $2,636,000 | -25.4% | 20,325 | -20.4% | 0.03% | -23.3% |
| Q2 2014 | $3,534,000 | -5.3% | 25,531 | -6.9% | 0.04% | -8.5% |
| Q1 2014 | $3,730,000 | -11.6% | 27,416 | -11.9% | 0.05% | -9.6% |
| Q4 2013 | $4,219,000 | -21.6% | 31,130 | -27.2% | 0.05% | -26.8% |
| Q3 2013 | $5,378,000 | +5.9% | 42,735 | -6.2% | 0.07% | +2.9% |
| Q2 2013 | $5,079,000 | – | 45,552 | – | 0.07% | – |
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% |