ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 807 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 5.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,072,314 | -5.2% | 36,013 | +2.6% | 7.55% | -2.3% |
| Q2 2023 | $8,515,667 | +11.1% | 35,093 | +3.8% | 7.73% | +1.6% |
| Q1 2023 | $7,668,104 | +6.4% | 33,807 | +0.6% | 7.61% | -2.5% |
| Q4 2022 | $7,207,228 | +72.3% | 33,597 | +65.9% | 7.80% | +67.7% |
| Q3 2022 | $4,183,000 | +2.1% | 20,249 | +1.9% | 4.65% | +5.9% |
| Q2 2022 | $4,098,000 | -17.7% | 19,863 | +2.0% | 4.39% | -2.0% |
| Q1 2022 | $4,979,000 | +18.3% | 19,469 | +35.5% | 4.48% | +23.5% |
| Q4 2021 | $4,210,000 | – | 14,365 | – | 3.63% | – |
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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% |