ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 916 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $186,852 | +79.8% | 690 | +67.5% | 0.00% | – |
| Q4 2023 | $103,915 | +75.6% | 412 | +56.1% | 0.00% | – |
| Q3 2023 | $59,176 | +1152.7% | 264 | +98.5% | 0.00% | – |
| Q2 2023 | $4,724 | -100.0% | 133 | -99.8% | 0.00% | -100.0% |
| Q1 2023 | $13,382,380 | +69213.6% | 59,000 | +65455.6% | 0.06% | – |
| Q4 2022 | $19,307 | -99.4% | 90 | -99.4% | 0.00% | -100.0% |
| Q3 2022 | $3,135,000 | -50.6% | 15,175 | -50.7% | 0.02% | -59.6% |
| Q2 2022 | $6,349,000 | -46.3% | 30,773 | -33.4% | 0.05% | -53.0% |
| Q1 2022 | $11,816,000 | +107318.2% | 46,202 | +128238.9% | 0.10% | – |
| Q4 2021 | $11,000 | -99.9% | 36 | -99.9% | 0.00% | -100.0% |
| Q3 2021 | $15,124,000 | -61.6% | 51,513 | -59.3% | 0.19% | -57.7% |
| Q2 2021 | $39,434,000 | +16061.5% | 126,517 | +15500.1% | 0.45% | +11125.0% |
| Q1 2021 | $244,000 | -79.2% | 811 | -80.2% | 0.00% | -76.5% |
| Q4 2020 | $1,175,000 | – | 4,097 | – | 0.02% | – |
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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% |