ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,831 | -3.9% | 258 | +4.0% | 0.00% | +100.0% |
| Q2 2023 | $60,180 | -24.0% | 248 | -28.9% | 0.00% | -50.0% |
| Q1 2023 | $79,193 | +186.2% | 349 | +170.5% | 0.00% | +100.0% |
| Q4 2022 | $27,673 | +2.5% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | +350.0% | 129 | +330.0% | 0.00% | – |
| Q2 2022 | $6,000 | -25.0% | 30 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -11.1% | 30 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | -35.7% | 30 | -36.2% | 0.00% | -100.0% |
| Q1 2021 | $14,000 | +7.7% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | -35.0% | 47 | -48.9% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | -78.7% | 92 | -79.9% | 0.00% | -83.3% |
| Q2 2020 | $94,000 | +213.3% | 457 | +136.8% | 0.01% | +100.0% |
| Q1 2020 | $30,000 | -3.2% | 193 | +30.4% | 0.00% | +50.0% |
| Q4 2019 | $31,000 | +29.2% | 148 | +15.6% | 0.00% | +100.0% |
| Q3 2019 | $24,000 | – | 128 | – | 0.00% | – |
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% |