ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $786,219 | -8.7% | 3,508 | -1.2% | 0.38% | -5.7% |
| Q2 2023 | $861,093 | +6.9% | 3,549 | -0.1% | 0.41% | -5.6% |
| Q1 2023 | $805,398 | +10.6% | 3,551 | +4.6% | 0.43% | 0.0% |
| Q4 2022 | $728,462 | +0.2% | 3,396 | -3.5% | 0.43% | -7.5% |
| Q3 2022 | $727,000 | 0.0% | 3,519 | -0.1% | 0.46% | +4.0% |
| Q2 2022 | $727,000 | +24.5% | 3,522 | +54.2% | 0.45% | +38.4% |
| Q1 2022 | $584,000 | -23.0% | 2,284 | -11.6% | 0.32% | -18.8% |
| Q4 2021 | $758,000 | 0.0% | 2,585 | +0.2% | 0.40% | -7.4% |
| Q3 2021 | $758,000 | -5.7% | 2,580 | -0.0% | 0.43% | -8.1% |
| Q2 2021 | $804,000 | -9.8% | 2,581 | -12.8% | 0.47% | -16.9% |
| Q1 2021 | $891,000 | +4.5% | 2,961 | -0.5% | 0.56% | -2.1% |
| Q4 2020 | $853,000 | – | 2,977 | – | 0.58% | – |
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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% |