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 | $2,026,092 | -7.6% | 9,039 | 0.0% | 0.36% | -1.4% |
| Q2 2023 | $2,193,404 | +7.0% | 9,039 | 0.0% | 0.37% | -5.6% |
| Q1 2023 | $2,050,226 | +5.5% | 9,039 | -0.2% | 0.39% | -4.2% |
| Q4 2022 | $1,943,337 | +24.8% | 9,059 | +20.2% | 0.41% | +17.2% |
| Q3 2022 | $1,557,000 | +113.3% | 7,539 | +113.0% | 0.35% | +144.1% |
| Q2 2022 | $730,000 | +234.9% | 3,539 | +314.4% | 0.14% | +308.6% |
| Q1 2022 | $218,000 | -14.8% | 854 | -2.1% | 0.04% | -16.7% |
| Q4 2021 | $256,000 | 0.0% | 872 | 0.0% | 0.04% | -6.7% |
| Q3 2021 | $256,000 | -1.5% | 872 | +4.7% | 0.04% | -2.2% |
| Q2 2021 | $260,000 | +3.6% | 833 | 0.0% | 0.05% | -4.2% |
| Q1 2021 | $251,000 | -4.6% | 833 | -9.3% | 0.05% | -7.7% |
| Q4 2020 | $263,000 | +25.8% | 918 | -2.7% | 0.05% | +8.3% |
| Q3 2020 | $209,000 | -3.2% | 943 | -9.6% | 0.05% | -9.4% |
| Q2 2020 | $216,000 | -4.0% | 1,043 | -0.6% | 0.05% | +3.9% |
| Q4 2019 | $225,000 | +10.3% | 1,049 | -0.9% | 0.05% | 0.0% |
| Q3 2019 | $204,000 | -6.0% | 1,058 | -2.2% | 0.05% | +6.2% |
| Q2 2019 | $217,000 | -5.7% | 1,082 | -7.4% | 0.05% | -4.0% |
| Q1 2019 | $230,000 | – | 1,168 | – | 0.05% | – |
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% |