ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,605 | -7.6% | 141 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $34,215 | +7.0% | 141 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $31,981 | +5.7% | 141 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $30,247 | -80.9% | 141 | -81.6% | 0.00% | -83.3% |
| Q3 2022 | $158,000 | +444.8% | 767 | +444.0% | 0.02% | +500.0% |
| Q2 2022 | $29,000 | -29.3% | 141 | -11.9% | 0.00% | -20.0% |
| Q1 2022 | $41,000 | -12.8% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $47,000 | 0.0% | 160 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $47,000 | -6.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $50,000 | +4.2% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $48,000 | +6.7% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $45,000 | +28.6% | 160 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $35,000 | 0.0% | 160 | -6.4% | 0.01% | -16.7% |
| Q2 2020 | $35,000 | +59.1% | 171 | +21.3% | 0.01% | +20.0% |
| Q1 2020 | $22,000 | -26.7% | 141 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $30,000 | +11.1% | 141 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $27,000 | -3.6% | 141 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $28,000 | 0.0% | 141 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $28,000 | +16.7% | 141 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $24,000 | -20.0% | 141 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $30,000 | +3.4% | 141 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $29,000 | +7.4% | 141 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $27,000 | – | 141 | – | 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% |