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 | $2,442,563 | -11.3% | 10,897 | 0.0% | 0.30% | -5.4% |
| Q2 2023 | $2,752,692 | +12.2% | 10,897 | 0.0% | 0.31% | +5.4% |
| Q1 2023 | $2,452,479 | +4.9% | 10,897 | 0.0% | 0.30% | -3.3% |
| Q4 2022 | $2,337,624 | +3.8% | 10,897 | 0.0% | 0.31% | -16.6% |
| Q3 2022 | $2,251,000 | +0.1% | 10,897 | 0.0% | 0.37% | +10.2% |
| Q2 2022 | $2,248,000 | -19.3% | 10,897 | 0.0% | 0.33% | -7.0% |
| Q1 2022 | $2,787,000 | -12.7% | 10,897 | 0.0% | 0.36% | -13.5% |
| Q4 2021 | $3,193,000 | -0.2% | 10,897 | 0.0% | 0.42% | -3.3% |
| Q3 2021 | $3,199,000 | -5.8% | 10,897 | 0.0% | 0.43% | -8.7% |
| Q2 2021 | $3,396,000 | +3.6% | 10,897 | 0.0% | 0.47% | -0.4% |
| Q1 2021 | $3,277,000 | +4.9% | 10,897 | 0.0% | 0.47% | -5.0% |
| Q4 2020 | $3,124,000 | +29.4% | 10,897 | 0.0% | 0.50% | +43.2% |
| Q3 2020 | $2,414,000 | +7.1% | 10,897 | 0.0% | 0.35% | +23.9% |
| Q2 2020 | $2,254,000 | +30.7% | 10,897 | 0.0% | 0.28% | 0.0% |
| Q1 2020 | $1,724,000 | -26.1% | 10,897 | 0.0% | 0.28% | +30.8% |
| Q4 2019 | $2,334,000 | – | 10,897 | – | 0.21% | – |
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% |