ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,094,694 | -8.7% | 18,268 | -1.2% | 0.62% | -4.5% |
Q2 2023 | $4,485,000 | -2.8% | 18,483 | -9.2% | 0.65% | -9.6% |
Q1 2023 | $4,615,809 | +5.5% | 20,350 | -0.2% | 0.72% | -0.1% |
Q4 2022 | $4,373,484 | +0.3% | 20,387 | -3.4% | 0.72% | -7.2% |
Q3 2022 | $4,361,000 | +6.8% | 21,110 | +6.7% | 0.77% | +10.6% |
Q2 2022 | $4,082,000 | -18.2% | 19,785 | +1.4% | 0.70% | -8.3% |
Q1 2022 | $4,990,000 | -3.8% | 19,512 | +10.2% | 0.76% | -2.3% |
Q4 2021 | $5,187,000 | +22.5% | 17,700 | +22.7% | 0.78% | +13.4% |
Q3 2021 | $4,235,000 | -5.6% | 14,424 | +0.3% | 0.69% | -4.4% |
Q2 2021 | $4,484,000 | +2.9% | 14,386 | -0.7% | 0.72% | -2.8% |
Q1 2021 | $4,359,000 | -8.7% | 14,493 | -13.0% | 0.74% | -15.1% |
Q4 2020 | $4,776,000 | – | 16,659 | – | 0.87% | – |
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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% |