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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $17,000 | -22.7% | 100 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $22,000 | +10.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q2 2018 | $20,000 | -31.0% | 100 | -33.3% | 0.00% | -50.0% |
| Q1 2018 | $29,000 | +3.6% | 150 | 0.0% | 0.00% | +33.3% |
| Q4 2017 | $28,000 | +3.7% | 150 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $27,000 | -3.6% | 150 | -10.2% | 0.00% | 0.0% |
| Q2 2017 | $28,000 | +3.7% | 167 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $27,000 | +3.8% | 167 | 0.0% | 0.00% | -20.0% |
| Q4 2016 | $26,000 | +4.0% | 167 | 0.0% | 0.01% | +25.0% |
| Q3 2016 | $25,000 | +8.7% | 167 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $23,000 | +4.5% | 167 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $22,000 | +1000.0% | 167 | +882.4% | 0.00% | – |
| Q4 2015 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q3 2015 | $2,000 | -33.3% | 17 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $3,000 | +50.0% | 17 | 0.0% | 0.00% | – |
| Q4 2014 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q3 2014 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q2 2014 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q1 2014 | $2,000 | – | 17 | – | 0.00% | – |
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% |