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 | $1,728,197 | +48.9% | 7,710 | +61.2% | 0.04% | +43.3% |
| Q2 2023 | $1,160,885 | +105.7% | 4,784 | +92.3% | 0.03% | +100.0% |
| Q1 2023 | $564,328 | +7.1% | 2,488 | +20.7% | 0.02% | -40.0% |
| Q1 2022 | $527,000 | -16.6% | 2,062 | -4.3% | 0.02% | -35.9% |
| Q4 2021 | $632,000 | +73.2% | 2,155 | +69.2% | 0.04% | 0.0% |
| Q4 2020 | $365,000 | -71.9% | 1,274 | -79.7% | 0.04% | -56.7% |
| Q2 2020 | $1,298,000 | – | 6,276 | – | 0.09% | – |
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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% |