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 2023 | $694,640 | -7.6% | 3,099 | 0.0% | 0.02% | -9.5% |
| Q2 2023 | $752,003 | -6.6% | 3,099 | -12.7% | 0.02% | -12.5% |
| Q1 2023 | $804,984 | +39.0% | 3,549 | +31.5% | 0.02% | +26.3% |
| Q4 2022 | $578,989 | +3.8% | 2,699 | 0.0% | 0.02% | -9.5% |
| Q3 2022 | $558,000 | +0.2% | 2,699 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $557,000 | -18.9% | 2,699 | +0.5% | 0.02% | -9.1% |
| Q1 2022 | $687,000 | -12.7% | 2,685 | 0.0% | 0.02% | -15.4% |
| Q4 2021 | $787,000 | -0.1% | 2,685 | 0.0% | 0.03% | -13.3% |
| Q3 2021 | $788,000 | -5.9% | 2,685 | 0.0% | 0.03% | -6.2% |
| Q2 2021 | $837,000 | +9.1% | 2,685 | +5.2% | 0.03% | -3.0% |
| Q1 2021 | $767,000 | +4.8% | 2,552 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $732,000 | +23.9% | 2,552 | -4.4% | 0.03% | +9.7% |
| Q3 2020 | $591,000 | +8.8% | 2,670 | +1.7% | 0.03% | 0.0% |
| Q2 2020 | $543,000 | +11.5% | 2,625 | -14.7% | 0.03% | -8.8% |
| Q1 2020 | $487,000 | -26.1% | 3,076 | 0.0% | 0.03% | -8.1% |
| Q4 2019 | $659,000 | +11.1% | 3,076 | 0.0% | 0.04% | +2.8% |
| Q3 2019 | $593,000 | +11.5% | 3,076 | +16.2% | 0.04% | +9.1% |
| Q2 2019 | $532,000 | +2.1% | 2,647 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $521,000 | +17.1% | 2,647 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $445,000 | -21.8% | 2,647 | 0.0% | 0.03% | -8.3% |
| Q3 2018 | $569,000 | +12.7% | 2,647 | +7.1% | 0.04% | -5.3% |
| Q2 2018 | $505,000 | +7.2% | 2,472 | 0.0% | 0.04% | +15.2% |
| Q1 2018 | $471,000 | +5.1% | 2,472 | +3.0% | 0.03% | +6.5% |
| Q4 2017 | $448,000 | +4.2% | 2,400 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $430,000 | – | 2,400 | – | 0.03% | – |
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% |