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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $224,000 | -20.6% | 1,087 | -1.3% | 0.02% | 0.0% |
| Q1 2022 | $282,000 | -12.7% | 1,101 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $323,000 | 0.0% | 1,101 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $323,000 | -5.8% | 1,101 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $343,000 | +5.2% | 1,101 | +1.7% | 0.02% | -4.5% |
| Q1 2021 | $326,000 | +5.2% | 1,083 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $310,000 | +29.2% | 1,083 | 0.0% | 0.02% | +10.0% |
| Q3 2020 | $240,000 | -57.4% | 1,083 | -75.1% | 0.02% | -61.5% |
| Q3 2014 | $564,000 | -9.5% | 4,350 | -3.3% | 0.05% | -11.9% |
| Q2 2014 | $623,000 | +1.8% | 4,500 | 0.0% | 0.06% | -1.7% |
| Q1 2014 | $612,000 | -20.2% | 4,500 | -20.5% | 0.06% | -50.8% |
| Q4 2013 | $767,000 | +4.9% | 5,660 | -2.6% | 0.12% | +2.5% |
| Q3 2013 | $731,000 | +12.8% | 5,810 | 0.0% | 0.12% | +5.3% |
| Q2 2013 | $648,000 | – | 5,810 | – | 0.11% | – |
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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% |