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 | $7,465,346 | +480.4% | 33,305 | +528.4% | 0.12% | +485.7% |
| Q2 2023 | $1,286,131 | +7.0% | 5,300 | +0.0% | 0.02% | 0.0% |
| Q1 2023 | $1,201,846 | +12.4% | 5,299 | +6.3% | 0.02% | +10.5% |
| Q4 2022 | $1,069,083 | +2.8% | 4,984 | -1.0% | 0.02% | -13.6% |
| Q3 2022 | $1,040,000 | +276.8% | 5,035 | +276.0% | 0.02% | +266.7% |
| Q2 2022 | $276,000 | -19.3% | 1,339 | +0.1% | 0.01% | -25.0% |
| Q1 2022 | $342,000 | -63.4% | 1,338 | -58.0% | 0.01% | -61.9% |
| Q4 2021 | $935,000 | -0.1% | 3,189 | +0.0% | 0.02% | +10.5% |
| Q3 2021 | $936,000 | +2.3% | 3,188 | +8.5% | 0.02% | -20.8% |
| Q2 2021 | $915,000 | +152.1% | 2,937 | +143.1% | 0.02% | +166.7% |
| Q1 2021 | $363,000 | +32.5% | 1,208 | +26.4% | 0.01% | +12.5% |
| Q4 2020 | $274,000 | -68.6% | 956 | -82.6% | 0.01% | -78.4% |
| Q1 2020 | $872,000 | +5029.4% | 5,510 | +5465.7% | 0.04% | +1750.0% |
| Q4 2018 | $17,000 | – | 99 | – | 0.00% | – |
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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% |