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 | $1,984,314 | -12.0% | 8,853 | -4.7% | 0.23% | -10.5% |
| Q2 2023 | $2,254,946 | +6.1% | 9,293 | -0.8% | 0.26% | +4.9% |
| Q1 2023 | $2,125,503 | +11.7% | 9,371 | +5.7% | 0.24% | +11.4% |
| Q4 2022 | $1,902,675 | +0.1% | 8,869 | -3.6% | 0.22% | -8.7% |
| Q3 2022 | $1,900,000 | -1.9% | 9,197 | -2.0% | 0.24% | +2.6% |
| Q2 2022 | $1,937,000 | -24.1% | 9,387 | -6.0% | 0.24% | -15.2% |
| Q1 2022 | $2,553,000 | -14.5% | 9,982 | -2.0% | 0.28% | -7.4% |
| Q4 2021 | $2,985,000 | +30.7% | 10,187 | +31.0% | 0.30% | -34.1% |
| Q3 2021 | $2,283,000 | -9.5% | 7,775 | -4.0% | 0.45% | -9.0% |
| Q2 2021 | $2,524,000 | +1.7% | 8,099 | -1.8% | 0.50% | -4.4% |
| Q1 2021 | $2,481,000 | +2.1% | 8,248 | -2.7% | 0.52% | -4.0% |
| Q4 2020 | $2,430,000 | +25.6% | 8,476 | -3.0% | 0.54% | +12.2% |
| Q3 2020 | $1,935,000 | -5.7% | 8,735 | -12.0% | 0.48% | -12.3% |
| Q2 2020 | $2,053,000 | +26.7% | 9,922 | -3.1% | 0.55% | +10.2% |
| Q1 2020 | $1,620,000 | -32.4% | 10,241 | -8.5% | 0.50% | -18.8% |
| Q4 2019 | $2,397,000 | +7.2% | 11,191 | -3.5% | 0.62% | -2.1% |
| Q3 2019 | $2,235,000 | -6.7% | 11,597 | -2.8% | 0.63% | -9.1% |
| Q2 2019 | $2,396,000 | +1.5% | 11,928 | -0.6% | 0.69% | -4.4% |
| Q1 2019 | $2,361,000 | -11.4% | 12,005 | -24.3% | 0.73% | -20.5% |
| Q4 2018 | $2,664,000 | -21.5% | 15,857 | +0.5% | 0.91% | -15.1% |
| Q3 2018 | $3,394,000 | +2.4% | 15,779 | -2.7% | 1.08% | -6.1% |
| Q2 2018 | $3,314,000 | +11.6% | 16,217 | +4.1% | 1.15% | -2.6% |
| Q1 2018 | $2,969,000 | -0.0% | 15,579 | -2.1% | 1.18% | +1.7% |
| Q4 2017 | $2,970,000 | -27.7% | 15,908 | -30.7% | 1.16% | -30.1% |
| Q3 2017 | $4,109,000 | -3.5% | 22,959 | -9.0% | 1.65% | -8.5% |
| Q2 2017 | $4,256,000 | +25.5% | 25,217 | +20.2% | 1.81% | +17.5% |
| Q1 2017 | $3,392,000 | +126.6% | 20,985 | +115.8% | 1.54% | +105.6% |
| Q4 2016 | $1,497,000 | +70.5% | 9,723 | +64.9% | 0.75% | +55.2% |
| Q3 2016 | $878,000 | +10.2% | 5,898 | +1.5% | 0.48% | +3.2% |
| Q2 2016 | $797,000 | +10.5% | 5,812 | +6.9% | 0.47% | -30.6% |
| Q1 2016 | $721,000 | +11.8% | 5,435 | +17.3% | 0.67% | +2.0% |
| Q4 2015 | $645,000 | – | 4,632 | – | 0.66% | – |
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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% |