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 | $353,131 | +15.5% | 1,575 | +25.1% | 0.13% | +17.5% |
| Q2 2023 | $305,612 | +7.0% | 1,259 | 0.0% | 0.11% | -2.6% |
| Q1 2023 | $285,663 | +5.7% | 1,259 | 0.0% | 0.12% | -0.8% |
| Q4 2022 | $270,172 | +3.1% | 1,259 | -0.6% | 0.12% | -4.8% |
| Q3 2022 | $262,000 | +0.4% | 1,267 | 0.0% | 0.12% | +6.0% |
| Q2 2022 | $261,000 | -22.1% | 1,267 | -3.2% | 0.12% | -12.0% |
| Q1 2022 | $335,000 | -43.3% | 1,309 | -35.1% | 0.13% | -44.6% |
| Q4 2021 | $591,000 | – | 2,018 | – | 0.24% | – |
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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% |