ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,460 | -99.7% | 1,296 | -99.8% | 0.10% | -99.7% |
| Q2 2023 | $86,557,933 | +20262.6% | 526,893 | +27689.7% | 29.72% | +17803.6% |
| Q1 2023 | $425,083 | +38.0% | 1,896 | +27.3% | 0.17% | +12.9% |
| Q3 2022 | $308,000 | +1.0% | 1,489 | +0.9% | 0.15% | -17.9% |
| Q2 2022 | $305,000 | -19.1% | 1,476 | 0.0% | 0.18% | +7.2% |
| Q1 2022 | $377,000 | -12.9% | 1,476 | 0.0% | 0.17% | -16.9% |
| Q4 2021 | $433,000 | 0.0% | 1,476 | 0.0% | 0.20% | -7.4% |
| Q3 2021 | $433,000 | – | 1,476 | – | 0.22% | – |
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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% |