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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,170,210 | -1.7% | 15,885 | +1.4% | 0.12% | -9.3% |
| Q1 2024 | $4,243,986 | +13.1% | 15,671 | +5.3% | 0.13% | -2.3% |
| Q4 2023 | $3,753,133 | +24.0% | 14,881 | +10.2% | 0.13% | +5.6% |
| Q3 2023 | $3,025,933 | -6.5% | 13,500 | +1.3% | 0.12% | -8.1% |
| Q2 2023 | $3,234,956 | +12.8% | 13,332 | +5.4% | 0.14% | +1.5% |
| Q1 2023 | $2,868,399 | +14.3% | 12,647 | +8.1% | 0.13% | +4.7% |
| Q4 2022 | $2,509,271 | +23.3% | 11,695 | +18.7% | 0.13% | +12.3% |
| Q3 2022 | $2,035,000 | +2.0% | 9,849 | +1.8% | 0.11% | +3.6% |
| Q2 2022 | $1,996,000 | -27.2% | 9,675 | +0.7% | 0.11% | -31.2% |
| Q1 2022 | $2,742,000 | +3.5% | 9,607 | +6.4% | 0.16% | -2.4% |
| Q4 2021 | $2,650,000 | 0.0% | 9,029 | +0.0% | 0.16% | -10.4% |
| Q3 2021 | $2,650,000 | +5.7% | 9,028 | +9.2% | 0.18% | -1.1% |
| Q2 2021 | $2,508,000 | +8.5% | 8,270 | +7.6% | 0.18% | -16.7% |
| Q1 2021 | $2,312,000 | +9.6% | 7,688 | +4.4% | 0.22% | +1.8% |
| Q4 2020 | $2,110,000 | +60.2% | 7,361 | +23.9% | 0.22% | +34.6% |
| Q3 2020 | $1,317,000 | +10.3% | 5,941 | +3.0% | 0.16% | -16.9% |
| Q2 2020 | $1,194,000 | +482.4% | 5,770 | +502.9% | 0.20% | +323.9% |
| Q4 2019 | $205,000 | – | 957 | – | 0.05% | – |
Download | ||||||
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% |