ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,797,951 | +6.2% | 8,021 | +15.0% | 0.02% | +5.3% |
| Q2 2023 | $1,693,059 | -7.5% | 6,977 | -13.5% | 0.02% | -13.6% |
| Q1 2023 | $1,830,455 | -61.2% | 8,070 | -63.3% | 0.02% | -65.1% |
| Q4 2022 | $4,722,902 | +42.5% | 22,016 | +37.2% | 0.06% | +23.5% |
| Q3 2022 | $3,315,000 | -22.9% | 16,045 | -23.0% | 0.05% | -21.5% |
| Q2 2022 | $4,297,000 | +143.2% | 20,828 | +202.7% | 0.06% | +170.8% |
| Q1 2022 | $1,767,000 | -21.9% | 6,881 | -10.9% | 0.02% | -29.4% |
| Q4 2021 | $2,262,000 | +24.4% | 7,720 | +25.0% | 0.03% | +13.3% |
| Q3 2021 | $1,818,000 | +22.3% | 6,178 | +29.6% | 0.03% | +11.1% |
| Q2 2021 | $1,487,000 | +21.3% | 4,768 | +16.9% | 0.03% | +3.8% |
| Q1 2021 | $1,226,000 | -12.1% | 4,079 | -16.0% | 0.03% | -21.2% |
| Q4 2020 | $1,394,000 | -77.3% | 4,854 | -82.4% | 0.03% | -66.3% |
| Q3 2020 | $6,128,000 | +324.1% | 27,647 | +295.7% | 0.10% | +133.3% |
| Q2 2020 | $1,445,000 | -61.7% | 6,986 | -70.7% | 0.04% | -62.5% |
| Q1 2020 | $3,768,000 | +276.4% | 23,806 | +408.7% | 0.11% | +387.0% |
| Q4 2019 | $1,001,000 | +182.8% | 4,680 | +155.3% | 0.02% | +64.3% |
| Q3 2019 | $354,000 | +22.5% | 1,833 | +27.4% | 0.01% | +7.7% |
| Q2 2019 | $289,000 | +26.8% | 1,439 | +23.9% | 0.01% | +8.3% |
| Q1 2019 | $228,000 | +10.1% | 1,161 | -5.2% | 0.01% | -65.7% |
| Q4 2018 | $207,000 | – | 1,225 | – | 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% |