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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,135,443 | +10.9% | 18,449 | +20.0% | 0.96% | +13.3% |
Q2 2023 | $3,729,631 | +111.5% | 15,370 | +97.7% | 0.84% | +92.0% |
Q1 2023 | $1,763,226 | +5.5% | 7,774 | -0.3% | 0.44% | -3.5% |
Q4 2022 | $1,671,869 | +4.3% | 7,794 | +0.5% | 0.46% | -5.2% |
Q3 2022 | $1,603,000 | +96.0% | 7,757 | +95.7% | 0.48% | +97.9% |
Q2 2022 | $818,000 | -2.6% | 3,964 | +20.6% | 0.24% | +13.0% |
Q1 2022 | $840,000 | -35.3% | 3,286 | -25.9% | 0.22% | -30.4% |
Q4 2021 | $1,299,000 | -0.3% | 4,433 | -0.1% | 0.31% | -8.6% |
Q3 2021 | $1,303,000 | -2.8% | 4,438 | +3.1% | 0.34% | -5.1% |
Q2 2021 | $1,341,000 | +11.9% | 4,303 | +8.0% | 0.36% | 0.0% |
Q1 2021 | $1,198,000 | -33.9% | 3,983 | -37.0% | 0.36% | -40.8% |
Q4 2020 | $1,812,000 | +30.4% | 6,319 | +0.7% | 0.60% | +3.8% |
Q3 2020 | $1,390,000 | +5.5% | 6,273 | -1.5% | 0.58% | -0.7% |
Q2 2020 | $1,318,000 | +21.9% | 6,371 | -6.8% | 0.58% | +7.2% |
Q1 2020 | $1,081,000 | -53.3% | 6,835 | -36.7% | 0.54% | -42.3% |
Q4 2019 | $2,313,000 | +10.5% | 10,799 | -0.6% | 0.94% | +7.5% |
Q3 2019 | $2,094,000 | -0.8% | 10,867 | +3.4% | 0.88% | -7.7% |
Q2 2019 | $2,111,000 | -2.9% | 10,510 | -5.0% | 0.95% | -9.2% |
Q1 2019 | $2,175,000 | +20.4% | 11,058 | +2.8% | 1.05% | +2.4% |
Q4 2018 | $1,807,000 | -21.4% | 10,759 | +0.7% | 1.02% | -11.0% |
Q3 2018 | $2,298,000 | -38.2% | 10,683 | -41.3% | 1.15% | -42.2% |
Q2 2018 | $3,720,000 | +4.7% | 18,204 | -2.3% | 1.98% | +3.7% |
Q1 2018 | $3,552,000 | +2.0% | 18,640 | -0.0% | 1.92% | +5.9% |
Q4 2017 | $3,481,000 | +6.4% | 18,643 | +2.0% | 1.81% | 0.0% |
Q3 2017 | $3,272,000 | -13.2% | 18,283 | -18.2% | 1.81% | -19.9% |
Q2 2017 | $3,771,000 | +6.5% | 22,344 | +2.0% | 2.26% | -3.8% |
Q1 2017 | $3,542,000 | +5.4% | 21,908 | +0.3% | 2.35% | -3.0% |
Q4 2016 | $3,362,000 | +94.9% | 21,837 | +88.5% | 2.42% | +72.1% |
Q3 2016 | $1,725,000 | +59.6% | 11,585 | +47.1% | 1.41% | +48.8% |
Q2 2016 | $1,081,000 | +8.8% | 7,877 | +5.1% | 0.94% | -21.2% |
Q1 2016 | $994,000 | -11.6% | 7,494 | -7.1% | 1.20% | -16.6% |
Q4 2015 | $1,124,000 | +12.0% | 8,071 | +7.7% | 1.44% | +2.3% |
Q3 2015 | $1,004,000 | -15.8% | 7,494 | -2.9% | 1.41% | -12.1% |
Q2 2015 | $1,193,000 | +6.2% | 7,720 | +4.2% | 1.60% | +14.0% |
Q1 2015 | $1,123,000 | +100.5% | 7,408 | +88.2% | 1.40% | +64.5% |
Q4 2014 | $560,000 | +22.0% | 3,936 | +11.2% | 0.85% | +14.0% |
Q3 2014 | $459,000 | +23.1% | 3,541 | +31.4% | 0.75% | +17.1% |
Q2 2014 | $373,000 | +66.5% | 2,694 | +63.4% | 0.64% | +59.8% |
Q1 2014 | $224,000 | – | 1,649 | – | 0.40% | – |
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% |