ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,008 | -54.4% | 2,079 | -50.6% | 0.02% | -5.0% |
| Q2 2023 | $1,021,114 | +109.6% | 4,208 | +95.9% | 0.02% | -28.6% |
| Q1 2023 | $487,210 | +3.9% | 2,148 | -1.7% | 0.03% | +86.7% |
| Q4 2022 | $468,942 | +9.3% | 2,186 | +5.2% | 0.02% | -59.5% |
| Q3 2022 | $429,000 | +1.9% | 2,077 | +1.9% | 0.04% | +5.7% |
| Q2 2022 | $421,000 | -12.3% | 2,039 | +8.6% | 0.04% | +2.9% |
| Q1 2022 | $480,000 | -12.7% | 1,877 | 0.0% | 0.03% | -12.8% |
| Q4 2021 | $550,000 | -14.3% | 1,877 | -14.2% | 0.04% | -30.4% |
| Q3 2021 | $642,000 | -11.8% | 2,187 | -6.4% | 0.06% | -13.8% |
| Q2 2021 | $728,000 | -6.8% | 2,337 | -10.0% | 0.06% | -18.8% |
| Q1 2021 | $781,000 | +35.4% | 2,596 | +29.0% | 0.08% | +19.4% |
| Q4 2020 | $577,000 | +29.4% | 2,012 | 0.0% | 0.07% | +8.1% |
| Q3 2020 | $446,000 | +8.5% | 2,012 | +1.3% | 0.06% | -4.6% |
| Q2 2020 | $411,000 | +21.6% | 1,987 | 0.0% | 0.06% | +3.2% |
| Q1 2020 | $338,000 | +1107.1% | 1,987 | +1181.9% | 0.06% | +600.0% |
| Q3 2017 | $28,000 | +7.7% | 155 | 0.0% | 0.01% | +50.0% |
| Q2 2017 | $26,000 | +4.0% | 155 | 0.0% | 0.01% | +20.0% |
| Q1 2017 | $25,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $25,000 | +8.7% | 155 | +0.6% | 0.01% | -16.7% |
| Q3 2016 | $23,000 | +9.5% | 154 | +0.7% | 0.01% | 0.0% |
| Q2 2016 | $21,000 | -92.1% | 153 | -92.0% | 0.01% | -91.8% |
| Q4 2015 | $265,000 | -17.4% | 1,906 | -20.6% | 0.07% | -23.2% |
| Q3 2015 | $321,000 | -13.5% | 2,399 | +0.1% | 0.10% | -3.1% |
| Q2 2015 | $371,000 | +2.2% | 2,397 | 0.0% | 0.10% | -2.0% |
| Q1 2015 | $363,000 | +6.5% | 2,397 | +0.0% | 0.10% | -2.0% |
| Q4 2014 | $341,000 | +10.0% | 2,396 | +0.1% | 0.10% | +10.9% |
| Q3 2014 | $310,000 | +17.0% | 2,394 | +25.3% | 0.09% | +21.1% |
| Q2 2014 | $265,000 | -38.2% | 1,911 | -8.0% | 0.08% | +105.4% |
| Q3 2011 | $429,000 | – | 2,077 | – | 0.04% | – |
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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% |