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 | $10,422,998 | -9.5% | 46,500 | -2.1% | 1.59% | -5.0% |
| Q2 2023 | $11,521,765 | +7.2% | 47,481 | +0.2% | 1.68% | +0.8% |
| Q1 2023 | $10,747,431 | +4.9% | 47,383 | -0.8% | 1.66% | -0.5% |
| Q4 2022 | $10,249,778 | +4.2% | 47,780 | +0.3% | 1.67% | -7.8% |
| Q3 2022 | $9,840,000 | +0.5% | 47,631 | +0.3% | 1.81% | +20.6% |
| Q2 2022 | $9,793,000 | -8.7% | 47,469 | +13.1% | 1.50% | +3.8% |
| Q1 2022 | $10,732,000 | -10.3% | 41,961 | +2.8% | 1.45% | -7.6% |
| Q4 2021 | $11,965,000 | – | 40,829 | – | 1.57% | – |
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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% |