ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $300,000 | +7.5% | 1,399 | -3.5% | 0.19% | -9.1% |
| Q3 2019 | $279,000 | -0.7% | 1,449 | +3.6% | 0.21% | +10.0% |
| Q2 2019 | $281,000 | -48.9% | 1,399 | -50.0% | 0.19% | +6.1% |
| Q1 2019 | $550,000 | +134.0% | 2,798 | +100.0% | 0.18% | +0.6% |
| Q4 2018 | $235,000 | -21.9% | 1,399 | 0.0% | 0.18% | +20.3% |
| Q3 2018 | $301,000 | +5.2% | 1,399 | 0.0% | 0.15% | -30.8% |
| Q2 2018 | $286,000 | +5.9% | 1,399 | 0.0% | 0.21% | +7.5% |
| Q1 2018 | $270,000 | -42.6% | 1,399 | -44.5% | 0.20% | -56.6% |
| Q4 2017 | $470,000 | – | 2,522 | – | 0.46% | – |
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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% |