ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,465 | -7.6% | 1,394 | 0.0% | 0.10% | -6.2% |
| Q2 2023 | $338,268 | +7.0% | 1,394 | 0.0% | 0.11% | -2.6% |
| Q1 2023 | $316,187 | +82.9% | 1,394 | +66.5% | 0.12% | +40.2% |
| Q4 2022 | $172,916 | -0.0% | 837 | 0.0% | 0.08% | +1.2% |
| Q3 2022 | $173,000 | -0.6% | 837 | 0.0% | 0.08% | -13.8% |
| Q2 2022 | $174,000 | -18.7% | 837 | 0.0% | 0.09% | -11.3% |
| Q1 2022 | $214,000 | -12.7% | 837 | 0.0% | 0.11% | -13.8% |
| Q4 2021 | $245,000 | -3.5% | 837 | -3.3% | 0.12% | -14.6% |
| Q3 2021 | $254,000 | -2.3% | 866 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $260,000 | 0.0% | 866 | 0.0% | 0.14% | -15.2% |
| Q1 2021 | $260,000 | +4.8% | 866 | 0.0% | 0.17% | -7.6% |
| Q4 2020 | $248,000 | +67.6% | 866 | -6.6% | 0.18% | +21.7% |
| Q1 2020 | $148,000 | – | 927 | – | 0.15% | – |
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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% |