ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 808 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,377 | -3.1% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $18,956 | +7.4% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $17,655 | +12.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,691 | -7.6% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,986 | +7.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,877 | +5.7% | 70 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $15,016 | +7.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -17.6% | 70 | -14.6% | 0.00% | -33.3% |
| Q2 2022 | $17,000 | -19.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -22.2% | 82 | -10.9% | 0.00% | -25.0% |
| Q4 2021 | $27,000 | +12.5% | 92 | +12.2% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | -7.7% | 82 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 82 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $25,000 | -56.9% | 82 | -59.2% | 0.01% | -58.3% |
| Q4 2020 | $58,000 | +28.9% | 201 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $45,000 | +15.4% | 201 | +6.3% | 0.01% | +25.0% |
| Q2 2020 | $39,000 | +56.0% | 189 | +18.1% | 0.01% | +33.3% |
| Q1 2020 | $25,000 | -26.5% | 160 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $34,000 | +9.7% | 160 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $31,000 | -3.1% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $32,000 | +3.2% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $31,000 | +14.8% | 160 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $27,000 | -94.9% | 160 | -93.5% | 0.01% | -94.3% |
| Q3 2018 | $532,000 | +73.9% | 2,474 | +65.0% | 0.10% | +64.1% |
| Q2 2018 | $306,000 | +920.0% | 1,499 | +836.9% | 0.06% | +966.7% |
| Q1 2018 | $30,000 | -89.2% | 160 | -92.0% | 0.01% | -94.2% |
| Q1 2016 | $277,000 | 0.0% | 1,989 | 0.0% | 0.10% | 0.0% |
| Q4 2015 | $277,000 | – | 1,989 | – | 0.10% | – |
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% |