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 2022 | $5,884,000 | +25.8% | 28,481 | +25.6% | 0.94% | +19.3% |
| Q2 2022 | $4,678,000 | +30.2% | 22,676 | +61.4% | 0.79% | +37.7% |
| Q1 2022 | $3,594,000 | +6681.1% | 14,053 | +7621.4% | 0.57% | +7037.5% |
| Q4 2021 | $53,000 | -90.4% | 182 | -94.7% | 0.01% | -97.9% |
| Q1 2017 | $552,000 | -13.1% | 3,414 | -17.3% | 0.38% | +5.0% |
| Q4 2016 | $635,000 | -5.6% | 4,126 | -8.7% | 0.36% | -14.2% |
| Q3 2016 | $673,000 | – | 4,520 | – | 0.42% | – |
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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% |