ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 877 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,396,132 | -4.9% | 12,936 | -1.9% | 0.07% | -20.2% |
| Q1 2024 | $3,569,295 | +194.1% | 13,181 | +173.9% | 0.08% | +86.7% |
| Q4 2023 | $1,213,814 | +4.2% | 4,813 | -7.4% | 0.04% | -11.8% |
| Q3 2023 | $1,164,938 | -8.1% | 5,197 | -0.5% | 0.05% | -8.9% |
| Q2 2023 | $1,267,204 | +10.5% | 5,222 | +3.3% | 0.06% | -6.7% |
| Q1 2023 | $1,146,461 | -16.1% | 5,054 | -20.6% | 0.06% | -21.1% |
| Q4 2022 | $1,366,317 | +33.7% | 6,369 | +28.7% | 0.08% | +5.6% |
| Q3 2022 | $1,022,000 | +263.7% | 4,947 | +262.7% | 0.07% | +176.9% |
| Q2 2022 | $281,000 | +24.9% | 1,364 | -3.9% | 0.03% | -31.6% |
| Q1 2020 | $225,000 | +122.8% | 1,420 | +88.8% | 0.04% | -45.7% |
| Q3 2015 | $101,000 | +6.3% | 752 | +22.9% | 0.07% | +20.7% |
| Q2 2015 | $95,000 | -3.1% | 612 | -5.0% | 0.06% | +16.0% |
| Q1 2015 | $98,000 | +6.5% | 644 | +0.2% | 0.05% | +8.7% |
| Q4 2014 | $92,000 | +10.8% | 643 | +1.1% | 0.05% | +2.2% |
| Q3 2014 | $83,000 | +9.2% | 636 | +15.4% | 0.04% | +40.6% |
| Q2 2014 | $76,000 | -1.3% | 551 | -3.0% | 0.03% | -8.6% |
| Q1 2014 | $77,000 | -39.4% | 568 | -39.3% | 0.04% | -22.2% |
| Q4 2013 | $127,000 | +29.6% | 936 | +20.8% | 0.04% | -10.0% |
| Q3 2013 | $98,000 | – | 775 | – | 0.05% | – |
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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% |