ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,088 | +271.8% | 161 | +302.5% | 0.01% | +400.0% |
| Q2 2023 | $9,706 | +7.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,073 | +5.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,581 | +7.3% | 40 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -20.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -16.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $12,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +9.1% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +22.2% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +33.3% | 40 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $6,000 | -25.0% | 40 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $8,000 | – | 40 | – | 0.00% | – |
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% |