ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 877 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $9,294,480 | +110825.9% | 34,322 | +3.3% | 4.04% | +1.7% |
| Q4 2023 | $8,379 | -99.9% | 33,223 | +0.4% | 3.98% | -4.1% |
| Q3 2023 | $7,415,315 | -7.7% | 33,082 | -0.0% | 4.15% | -4.3% |
| Q2 2023 | $8,031,154 | +7.5% | 33,096 | +0.5% | 4.34% | -0.0% |
| Q1 2023 | $7,472,676 | +6.8% | 32,945 | +1.0% | 4.34% | +6.4% |
| Q4 2022 | $7,000,091 | +19.8% | 32,631 | +15.4% | 4.08% | -0.3% |
| Q3 2022 | $5,843,000 | +1593.6% | 28,283 | +1592.6% | 4.09% | +327.1% |
| Q2 2022 | $345,000 | -94.5% | 1,671 | -92.2% | 0.96% | -73.9% |
| Q1 2022 | $6,294,000 | 0.0% | 21,479 | 0.0% | 3.67% | 0.0% |
| Q4 2021 | $6,294,000 | -0.7% | 21,479 | -0.5% | 3.67% | -7.0% |
| Q3 2021 | $6,339,000 | -5.7% | 21,590 | +0.1% | 3.94% | -6.5% |
| Q2 2021 | $6,720,000 | +2.3% | 21,559 | -1.3% | 4.22% | -3.9% |
| Q1 2021 | $6,566,000 | -23.6% | 21,832 | -27.2% | 4.39% | +2.1% |
| Q4 2020 | $8,598,000 | +38.3% | 29,991 | +6.9% | 4.30% | +7.7% |
| Q3 2020 | $6,215,000 | +24.2% | 28,055 | +16.0% | 3.99% | +17.3% |
| Q2 2020 | $5,005,000 | +51.4% | 24,193 | +15.8% | 3.40% | +23.0% |
| Q1 2020 | $3,305,000 | -19.7% | 20,892 | +8.7% | 2.77% | -4.6% |
| Q4 2019 | $4,116,000 | – | 19,214 | – | 2.90% | – |
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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% |