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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,523,000 | -18.8% | 21,594 | -6.9% | 1.08% | -7.5% |
| Q4 2021 | $6,799,000 | -1.7% | 23,201 | -1.6% | 1.17% | -22.2% |
| Q3 2021 | $6,920,000 | -7.6% | 23,571 | -1.9% | 1.50% | -8.8% |
| Q2 2021 | $7,487,000 | +23.0% | 24,022 | +18.7% | 1.65% | -17.7% |
| Q1 2021 | $6,088,000 | -2.1% | 20,245 | -6.7% | 2.01% | +11.4% |
| Q4 2020 | $6,219,000 | +27.3% | 21,690 | -1.7% | 1.80% | +10.3% |
| Q3 2020 | $4,887,000 | +34.4% | 22,061 | -4.0% | 1.63% | +1.9% |
| Q1 2020 | $3,636,000 | -12.8% | 22,991 | +6.2% | 1.60% | +16.5% |
| Q3 2019 | $4,172,000 | -4.0% | 21,649 | +0.0% | 1.38% | -0.2% |
| Q2 2019 | $4,347,000 | +1.2% | 21,643 | -0.9% | 1.38% | -3.9% |
| Q1 2019 | $4,295,000 | – | 21,837 | – | 1.44% | – |
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% |