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 | $252,978 | +26.0% | 1,132 | +27.9% | 0.04% | +20.7% |
| Q1 2023 | $200,752 | -15.9% | 885 | -20.5% | 0.03% | +16.0% |
| Q4 2022 | $238,798 | +6.1% | 1,113 | +2.0% | 0.02% | +25.0% |
| Q2 2022 | $225,000 | -50.8% | 1,091 | -38.9% | 0.02% | -75.6% |
| Q1 2022 | $457,000 | -22.7% | 1,787 | -11.4% | 0.08% | -20.4% |
| Q4 2021 | $591,000 | -23.1% | 2,017 | -23.0% | 0.10% | -24.8% |
| Q3 2021 | $769,000 | -5.6% | 2,618 | +0.1% | 0.14% | -9.3% |
| Q2 2021 | $815,000 | -8.8% | 2,615 | -13.7% | 0.15% | +84.1% |
| Q1 2021 | $894,000 | +159.9% | 3,030 | +152.5% | 0.08% | +30.2% |
| Q4 2020 | $344,000 | +26.0% | 1,200 | -2.4% | 0.06% | -7.4% |
| Q3 2020 | $273,000 | +0.7% | 1,230 | -6.1% | 0.07% | +4.6% |
| Q2 2020 | $271,000 | +16.8% | 1,310 | -10.9% | 0.06% | -8.5% |
| Q1 2020 | $232,000 | – | 1,470 | – | 0.07% | – |
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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% |