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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $9,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | -99.9% | 45 | -99.9% | 0.00% | -99.9% |
| Q4 2015 | $10,570,000 | -4.4% | 75,887 | -8.0% | 1.71% | -24.5% |
| Q3 2015 | $11,053,000 | -15.1% | 82,500 | -2.0% | 2.26% | -12.6% |
| Q2 2015 | $13,019,000 | +0.5% | 84,222 | -1.5% | 2.59% | +9.8% |
| Q1 2015 | $12,960,000 | +3.2% | 85,518 | -3.1% | 2.36% | -8.7% |
| Q4 2014 | $12,561,000 | +14.9% | 88,221 | +4.7% | 2.58% | +5.2% |
| Q3 2014 | $10,931,000 | +0.8% | 84,282 | +7.6% | 2.45% | +1.6% |
| Q2 2014 | $10,846,000 | -53.1% | 78,355 | -53.9% | 2.42% | -55.4% |
| Q1 2014 | $23,135,000 | +2.5% | 170,034 | +2.1% | 5.42% | -2.5% |
| Q4 2013 | $22,573,000 | -99.8% | 166,575 | +105.6% | 5.55% | +75.3% |
| Q3 2013 | $10,193,418,000 | +14.3% | 81,003 | +1.2% | 3.17% | -11.6% |
| Q2 2013 | $8,921,135,000 | – | 80,003 | – | 3.58% | – |
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% |