ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 807 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10 | -9.1% | 44 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $11 | +10.0% | 44 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $10 | -99.9% | 44 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $11,000 | -15.4% | 44 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $13,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $13,000 | -7.1% | 44 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $14,000 | -12.5% | 44 | -17.0% | 0.00% | -50.0% |
Q1 2021 | $16,000 | -5.9% | 53 | -10.2% | 0.00% | 0.0% |
Q4 2020 | $17,000 | +30.8% | 59 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $13,000 | +8.3% | 59 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $12,000 | +33.3% | 59 | +1.7% | 0.00% | +100.0% |
Q1 2020 | $9,000 | -47.1% | 58 | -27.5% | 0.00% | -50.0% |
Q4 2019 | $17,000 | -5.6% | 80 | -14.0% | 0.00% | 0.0% |
Q3 2019 | $18,000 | -5.3% | 93 | +1.1% | 0.00% | -33.3% |
Q2 2019 | $19,000 | -52.5% | 92 | -55.3% | 0.00% | 0.0% |
Q1 2019 | $40,000 | – | 206 | – | 0.00% | – |
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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% |