ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,218 | -7.6% | 920 | 0.0% | 0.09% | -5.3% |
| Q2 2023 | $223,247 | +7.0% | 920 | 0.0% | 0.09% | -1.1% |
| Q1 2023 | $208,674 | -11.2% | 920 | 0.0% | 0.10% | -4.0% |
| Q1 2022 | $235,000 | -13.0% | 920 | 0.0% | 0.10% | -10.0% |
| Q4 2021 | $270,000 | 0.0% | 920 | 0.0% | 0.11% | -7.6% |
| Q3 2021 | $270,000 | +10.2% | 920 | +17.2% | 0.12% | +10.2% |
| Q2 2021 | $245,000 | +3.8% | 785 | 0.0% | 0.11% | +6.9% |
| Q1 2021 | $236,000 | +4.9% | 785 | 0.0% | 0.10% | 0.0% |
| Q4 2020 | $225,000 | – | 785 | – | 0.10% | – |
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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% |