ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,485,774 | -10.3% | 6,628 | -2.9% | 0.40% | -8.5% |
| Q2 2023 | $1,657,242 | +7.2% | 6,829 | +0.2% | 0.44% | +1.2% |
| Q1 2023 | $1,546,311 | +4.1% | 6,817 | -1.5% | 0.43% | -6.7% |
| Q4 2022 | $1,484,726 | -1.9% | 6,921 | -5.5% | 0.46% | -8.0% |
| Q3 2022 | $1,514,000 | -1.2% | 7,327 | -1.3% | 0.50% | +2.0% |
| Q2 2022 | $1,532,000 | -20.8% | 7,425 | -1.9% | 0.49% | -9.9% |
| Q1 2022 | $1,935,000 | -14.2% | 7,568 | -1.6% | 0.55% | -11.5% |
| Q4 2021 | $2,254,000 | -1.7% | 7,690 | -1.5% | 0.62% | -8.0% |
| Q3 2021 | $2,292,000 | -7.4% | 7,806 | -1.7% | 0.67% | -9.7% |
| Q2 2021 | $2,476,000 | +2.2% | 7,945 | -1.4% | 0.74% | -5.9% |
| Q1 2021 | $2,422,000 | +2.3% | 8,054 | -2.5% | 0.79% | -10.8% |
| Q4 2020 | $2,368,000 | +23.5% | 8,261 | -4.6% | 0.89% | -8.0% |
| Q3 2020 | $1,917,000 | +63800.0% | 8,655 | +57600.0% | 0.96% | +96200.0% |
| Q4 2019 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | +50.0% | 15 | 0.0% | 0.00% | +100.0% |
| Q1 2017 | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $2,000 | 0.0% | 15 | 0.0% | 0.00% | -50.0% |
| Q1 2016 | $2,000 | 0.0% | 15 | 0.0% | 0.00% | +100.0% |
| Q3 2015 | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $2,000 | -89.5% | 15 | -88.2% | 0.00% | -88.9% |
| Q1 2015 | $19,000 | +5.6% | 127 | 0.0% | 0.01% | -10.0% |
| Q4 2014 | $18,000 | – | 127 | – | 0.01% | – |
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% |