ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,593,125 | +275.4% | 16,030 | +306.4% | 3.92% | +282.8% |
| Q2 2023 | $957,051 | -38.8% | 3,944 | -42.8% | 1.02% | -30.7% |
| Q1 2023 | $1,564,378 | -81.8% | 6,897 | -82.8% | 1.48% | -82.0% |
| Q4 2022 | $8,600,750 | +27.1% | 40,093 | +22.4% | 8.19% | -0.8% |
| Q3 2022 | $6,769,000 | +1.2% | 32,766 | +1.1% | 8.26% | +7.8% |
| Q2 2022 | $6,689,000 | -19.4% | 32,422 | -0.1% | 7.66% | -8.1% |
| Q1 2022 | $8,304,000 | – | 32,468 | – | 8.33% | – |
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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% |