ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,897 | +603.4% | 44,155 | +661.4% | 0.46% | +660.7% |
| Q2 2023 | $1,407 | -83.7% | 5,799 | -84.8% | 0.06% | -82.6% |
| Q1 2023 | $8,646 | -99.4% | 38,117 | +412.0% | 0.35% | +321.7% |
| Q3 2022 | $1,538,000 | -75.5% | 7,445 | -65.1% | 0.08% | -67.1% |
| Q3 2021 | $6,268,000 | -44.5% | 21,348 | -41.1% | 0.25% | -55.3% |
| Q2 2021 | $11,296,000 | +5357.0% | 36,240 | +5175.1% | 0.56% | +5027.3% |
| Q1 2021 | $207,000 | -94.8% | 687 | -96.2% | 0.01% | -96.3% |
| Q3 2020 | $4,005,000 | +893.8% | 18,081 | +702.9% | 0.30% | +590.7% |
| Q3 2017 | $403,000 | +1243.3% | 2,252 | +1031.7% | 0.04% | +1333.3% |
| Q3 2016 | $30,000 | – | 199 | +19800.0% | 0.00% | – |
| Q1 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2014 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2013 | $24,266,000 | – | 179,068 | – | 2.73% | – |
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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% |