ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,919,239 | -65.6% | 512,689 | -62.8% | 2.16% | -67.1% |
| Q2 2023 | $334,312,197 | +75288.4% | 1,377,698 | -33.4% | 6.57% | -9.1% |
| Q4 2022 | $443,453 | -99.9% | 2,067,190 | -18.2% | 7.23% | -22.7% |
| Q3 2022 | $522,286,000 | +15.3% | 2,528,125 | +15.1% | 9.36% | +44.8% |
| Q2 2022 | $452,957,000 | +130.7% | 2,195,516 | +185.9% | 6.46% | +98.2% |
| Q1 2022 | $196,373,000 | – | 767,833 | – | 3.26% | – |
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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% |