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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $703,000 | +6.2% | 2,336 | +1.2% | 0.15% | -0.7% |
| Q4 2020 | $662,000 | +29.3% | 2,309 | 0.0% | 0.15% | +13.0% |
| Q3 2020 | $512,000 | +7.1% | 2,309 | 0.0% | 0.13% | +14.9% |
| Q2 2020 | $478,000 | +16.3% | 2,309 | -11.1% | 0.11% | -5.8% |
| Q1 2020 | $411,000 | -26.1% | 2,597 | 0.0% | 0.12% | -13.6% |
| Q4 2019 | $556,000 | +11.2% | 2,597 | 0.0% | 0.14% | +2.2% |
| Q3 2019 | $500,000 | -4.2% | 2,597 | 0.0% | 0.14% | -9.3% |
| Q2 2019 | $522,000 | -0.4% | 2,597 | -2.6% | 0.15% | -9.0% |
| Q1 2019 | $524,000 | +6.3% | 2,665 | -9.1% | 0.17% | -14.9% |
| Q4 2018 | $493,000 | -21.0% | 2,933 | +1.1% | 0.20% | -12.6% |
| Q3 2018 | $624,000 | +5.2% | 2,902 | +0.0% | 0.22% | -0.9% |
| Q2 2018 | $593,000 | +2.2% | 2,901 | -4.8% | 0.22% | -8.9% |
| Q1 2018 | $580,000 | +1.9% | 3,046 | 0.0% | 0.25% | +4.7% |
| Q4 2017 | $569,000 | – | 3,046 | – | 0.24% | – |
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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% |