ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 780 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,161 | -16.2% | 1,214 | -9.3% | 0.18% | -15.2% |
| Q2 2023 | $324,744 | +6.7% | 1,338 | -0.2% | 0.21% | +11.6% |
| Q1 2023 | $304,257 | +5.7% | 1,341 | -0.1% | 0.19% | -0.5% |
| Q4 2022 | $287,923 | +4.7% | 1,342 | +0.8% | 0.19% | -3.1% |
| Q3 2022 | $275,000 | 0.0% | 1,332 | 0.0% | 0.20% | -7.1% |
| Q2 2022 | $275,000 | -18.4% | 1,332 | +1.2% | 0.21% | -9.4% |
| Q1 2022 | $337,000 | -12.2% | 1,316 | +0.3% | 0.23% | -10.0% |
| Q4 2021 | $384,000 | -1.3% | 1,312 | -1.0% | 0.26% | -24.0% |
| Q3 2021 | $389,000 | -5.4% | 1,325 | +0.5% | 0.34% | -19.2% |
| Q2 2021 | $411,000 | – | 1,318 | – | 0.42% | – |
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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% |