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 | $44,689 | -7.6% | 199 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $48,379 | -0.9% | 199 | -7.4% | 0.00% | 0.0% |
Q1 2023 | $48,818 | +106026.1% | 215 | +0.5% | 0.00% | 0.0% |
Q4 2022 | $46 | -99.9% | 214 | +7.5% | 0.00% | 0.0% |
Q3 2022 | $41,000 | +7.9% | 199 | +8.7% | 0.00% | 0.0% |
Q2 2022 | $38,000 | -29.6% | 183 | -12.4% | 0.00% | -20.0% |
Q1 2022 | $54,000 | -54.6% | 209 | -48.6% | 0.01% | -54.5% |
Q4 2021 | $119,000 | +95.1% | 407 | +94.7% | 0.01% | +83.3% |
Q3 2021 | $61,000 | -6.2% | 209 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $65,000 | +983.3% | 209 | +850.0% | 0.01% | +500.0% |
Q4 2020 | $6,000 | +20.0% | 22 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $5,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $5,000 | -37.5% | 22 | -47.6% | 0.00% | 0.0% |
Q4 2018 | $8,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $8,000 | -11.1% | 42 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $9,000 | -43.8% | 42 | -70.4% | 0.00% | -87.5% |
Q2 2013 | $16,000 | – | 142 | – | 0.01% | – |
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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% |