ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,712 | -7.6% | 1,868 | 0.0% | 0.25% | -9.8% |
| Q2 2023 | $453,289 | -6.1% | 1,868 | -12.2% | 0.28% | -0.4% |
| Q1 2023 | $482,673 | -13.3% | 2,128 | -18.0% | 0.28% | -18.3% |
| Q4 2022 | $556,465 | +1.0% | 2,594 | -2.8% | 0.34% | -9.9% |
| Q3 2022 | $551,000 | -22.5% | 2,669 | -22.5% | 0.38% | -18.7% |
| Q2 2022 | $711,000 | -19.3% | 3,444 | 0.0% | 0.46% | -7.6% |
| Q1 2022 | $881,000 | -17.7% | 3,444 | -5.8% | 0.50% | -17.4% |
| Q4 2021 | $1,071,000 | -14.7% | 3,655 | -14.5% | 0.60% | -23.3% |
| Q3 2021 | $1,255,000 | -9.3% | 4,275 | -3.7% | 0.79% | -5.7% |
| Q2 2021 | $1,383,000 | +10.2% | 4,437 | +6.4% | 0.84% | +2.5% |
| Q1 2021 | $1,255,000 | +3.7% | 4,172 | -1.1% | 0.82% | -4.6% |
| Q4 2020 | $1,210,000 | +75.1% | 4,219 | +35.3% | 0.85% | +44.3% |
| Q3 2020 | $691,000 | -21.2% | 3,119 | -26.4% | 0.59% | -22.1% |
| Q2 2020 | $877,000 | +44.5% | 4,240 | +10.4% | 0.76% | +22.6% |
| Q1 2020 | $607,000 | -31.6% | 3,840 | -7.2% | 0.62% | -10.0% |
| Q4 2019 | $887,000 | +10.6% | 4,140 | -0.5% | 0.69% | +4.9% |
| Q3 2019 | $802,000 | -4.1% | 4,160 | 0.0% | 0.66% | -6.9% |
| Q2 2019 | $836,000 | -6.1% | 4,160 | -8.1% | 0.71% | -8.4% |
| Q1 2019 | $890,000 | +27.3% | 4,525 | +8.8% | 0.77% | +8.6% |
| Q4 2018 | $699,000 | -23.7% | 4,160 | -2.3% | 0.71% | -12.8% |
| Q3 2018 | $916,000 | +0.5% | 4,260 | -4.5% | 0.81% | -0.6% |
| Q2 2018 | $911,000 | +2.8% | 4,460 | -4.1% | 0.82% | +1.5% |
| Q1 2018 | $886,000 | +2.1% | 4,651 | 0.0% | 0.81% | +2.8% |
| Q4 2017 | $868,000 | +17.8% | 4,651 | +12.9% | 0.78% | +12.0% |
| Q3 2017 | $737,000 | +10.0% | 4,121 | +3.8% | 0.70% | +5.3% |
| Q2 2017 | $670,000 | +4.4% | 3,971 | 0.0% | 0.67% | +4.1% |
| Q1 2017 | $642,000 | +13.6% | 3,971 | +8.2% | 0.64% | +9.8% |
| Q4 2016 | $565,000 | – | 3,671 | – | 0.58% | – |
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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% |