ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,316 | -7.6% | 108 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $26,324 | +7.0% | 108 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $24,600 | +136.8% | 108 | +125.0% | 0.01% | +100.0% |
| Q4 2022 | $10,388 | +3.9% | 48 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -56.5% | 48 | -47.3% | 0.00% | -50.0% |
| Q1 2022 | $23,000 | -14.8% | 91 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $27,000 | 0.0% | 91 | 0.0% | 0.01% | -18.2% |
| Q3 2021 | $27,000 | +50.0% | 91 | -18.0% | 0.01% | -15.4% |
| Q1 2020 | $18,000 | -25.0% | 111 | 0.0% | 0.01% | -27.8% |
| Q4 2019 | $24,000 | – | 111 | – | 0.02% | – |
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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% |