ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $456,017 | +93924.1% | 2,034 | +1.8% | 0.52% | +36.0% |
Q2 2023 | $485 | +3.6% | 1,999 | -2.5% | 0.38% | +7.9% |
Q1 2023 | $468 | +6.4% | 2,050 | 0.0% | 0.35% | +7.0% |
Q4 2022 | $440 | -99.9% | 2,050 | -10.1% | 0.33% | -11.8% |
Q3 2022 | $471,000 | +0.2% | 2,280 | 0.0% | 0.37% | +7.2% |
Q2 2022 | $470,000 | -19.4% | 2,280 | 0.0% | 0.35% | +0.9% |
Q1 2022 | $583,000 | -14.1% | 2,280 | -1.6% | 0.35% | -6.2% |
Q4 2021 | $679,000 | -0.1% | 2,317 | 0.0% | 0.37% | -7.3% |
Q3 2021 | $680,000 | -5.8% | 2,317 | 0.0% | 0.40% | -5.7% |
Q2 2021 | $722,000 | +3.6% | 2,317 | 0.0% | 0.42% | -5.6% |
Q1 2021 | $697,000 | +4.3% | 2,317 | -0.5% | 0.45% | -7.8% |
Q4 2020 | $668,000 | +56.1% | 2,328 | +20.4% | 0.48% | +41.0% |
Q3 2020 | $428,000 | +22.6% | 1,933 | +14.5% | 0.34% | +8.2% |
Q2 2020 | $349,000 | +33.7% | 1,688 | +2.4% | 0.32% | +2.9% |
Q1 2020 | $261,000 | -26.3% | 1,648 | -0.3% | 0.31% | +8.0% |
Q4 2019 | $354,000 | +20.4% | 1,653 | +8.5% | 0.29% | +11.3% |
Q3 2019 | $294,000 | +2.8% | 1,523 | +7.0% | 0.26% | -0.8% |
Q2 2019 | $286,000 | +16.3% | 1,423 | +13.6% | 0.26% | +13.6% |
Q1 2019 | $246,000 | +7.9% | 1,253 | -7.7% | 0.23% | -6.6% |
Q4 2018 | $228,000 | -21.9% | 1,357 | 0.0% | 0.24% | +1.7% |
Q3 2018 | $292,000 | +5.4% | 1,357 | 0.0% | 0.24% | -0.4% |
Q2 2018 | $277,000 | +6.9% | 1,357 | 0.0% | 0.24% | +8.1% |
Q1 2018 | $259,000 | +15.1% | 1,357 | +12.8% | 0.22% | +14.4% |
Q4 2017 | $225,000 | – | 1,203 | – | 0.20% | – |
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% |