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 | $525,856 | -56.8% | 2,346 | -53.2% | 0.05% | -55.3% |
| Q2 2023 | $1,216,697 | -3.4% | 5,014 | -9.7% | 0.10% | -4.6% |
| Q1 2023 | $1,259,531 | -88.7% | 5,553 | -89.3% | 0.11% | -87.7% |
| Q4 2022 | $11,136,162 | +386.9% | 51,912 | +368.9% | 0.88% | +266.7% |
| Q3 2022 | $2,287,000 | -0.0% | 11,071 | -0.2% | 0.24% | +4.8% |
| Q2 2022 | $2,288,000 | +113.2% | 11,088 | +164.2% | 0.23% | +138.5% |
| Q1 2022 | $1,073,000 | -62.1% | 4,197 | -56.5% | 0.10% | -61.6% |
| Q4 2021 | $2,829,000 | +23.7% | 9,655 | +23.9% | 0.25% | +6.8% |
| Q3 2021 | $2,287,000 | -7.6% | 7,791 | -1.9% | 0.23% | -5.3% |
| Q2 2021 | $2,475,000 | +1.3% | 7,940 | -2.3% | 0.25% | -10.5% |
| Q1 2021 | $2,444,000 | +2.2% | 8,128 | -2.5% | 0.28% | -8.3% |
| Q4 2020 | $2,391,000 | +21.5% | 8,338 | -6.1% | 0.30% | +7.9% |
| Q3 2020 | $1,968,000 | +6.0% | 8,883 | -1.0% | 0.28% | +3.3% |
| Q2 2020 | $1,856,000 | +6.4% | 8,970 | -18.7% | 0.27% | -11.8% |
| Q1 2020 | $1,745,000 | -28.7% | 11,035 | -3.5% | 0.31% | -12.6% |
| Q4 2019 | $2,449,000 | -3.3% | 11,431 | -13.0% | 0.35% | -3.6% |
| Q3 2019 | $2,532,000 | -14.1% | 13,135 | -10.5% | 0.36% | -16.0% |
| Q2 2019 | $2,948,000 | -4.3% | 14,677 | -6.2% | 0.43% | -13.1% |
| Q1 2019 | $3,079,000 | – | 15,655 | – | 0.50% | – |
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% |