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 | $335,344 | +28.0% | 1,496 | +45.8% | 0.02% | +9.5% |
| Q1 2022 | $262,000 | +0.8% | 1,026 | +17.3% | 0.02% | -4.5% |
| Q3 2021 | $260,000 | +8.8% | 875 | +11.2% | 0.02% | -8.3% |
| Q1 2021 | $239,000 | -26.2% | 787 | -30.4% | 0.02% | -38.5% |
| Q4 2020 | $324,000 | +47.9% | 1,130 | +18.9% | 0.04% | +30.0% |
| Q3 2020 | $219,000 | +10850.0% | 950 | +5837.5% | 0.03% | +2900.0% |
| Q3 2018 | $2,000 | -99.9% | 16 | -99.8% | 0.00% | -99.9% |
| Q2 2018 | $1,909,000 | +8.7% | 9,342 | +1.3% | 0.70% | +14.9% |
| Q1 2018 | $1,757,000 | – | 9,219 | – | 0.61% | – |
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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% |