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 | $3,467,601 | -11.7% | 15,470 | -4.4% | 0.08% | +7.0% |
| Q2 2023 | $3,927,938 | -0.3% | 16,187 | -6.8% | 0.07% | +29.1% |
| Q1 2023 | $3,939,183 | -11.1% | 17,367 | -16.0% | 0.06% | -8.3% |
| Q4 2022 | $4,433,056 | +60.7% | 20,665 | +54.7% | 0.06% | +50.0% |
| Q3 2022 | $2,759,000 | +3.1% | 13,359 | +3.0% | 0.04% | -2.4% |
| Q2 2022 | $2,676,000 | -16.5% | 12,971 | +3.5% | 0.04% | -4.7% |
| Q1 2022 | $3,204,000 | -5.5% | 12,529 | +8.3% | 0.04% | -23.2% |
| Q4 2021 | $3,390,000 | +0.5% | 11,569 | +0.7% | 0.06% | +30.2% |
| Q3 2021 | $3,372,000 | -4.5% | 11,487 | +1.4% | 0.04% | -4.4% |
| Q2 2021 | $3,531,000 | +0.0% | 11,332 | -3.5% | 0.04% | -8.2% |
| Q1 2021 | $3,530,000 | -2.6% | 11,738 | -7.1% | 0.05% | -7.5% |
| Q4 2020 | $3,623,000 | +41.1% | 12,639 | +9.0% | 0.05% | +26.2% |
| Q3 2020 | $2,568,000 | +1.0% | 11,593 | -5.7% | 0.04% | -10.6% |
| Q2 2020 | $2,542,000 | +8100.0% | 12,290 | +6045.0% | 0.05% | +4600.0% |
| Q1 2020 | $31,000 | -98.5% | 200 | -98.0% | 0.00% | -97.4% |
| Q4 2019 | $2,128,000 | +27.1% | 9,935 | +14.4% | 0.04% | +18.2% |
| Q3 2019 | $1,674,000 | +8.2% | 8,687 | +12.8% | 0.03% | -36.5% |
| Q2 2019 | $1,547,000 | – | 7,702 | – | 0.05% | – |
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% |