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 | $289,730 | -10.3% | 1,293 | -2.9% | 0.37% | -10.7% |
| Q2 2023 | $323,047 | +7.1% | 1,331 | +0.2% | 0.41% | +16.7% |
| Q1 2023 | $301,518 | +6.0% | 1,329 | +0.2% | 0.35% | +4.1% |
| Q4 2022 | $284,573 | +4.2% | 1,327 | +0.3% | 0.34% | +0.3% |
| Q3 2022 | $273,000 | -29.3% | 1,323 | -29.2% | 0.34% | -26.8% |
| Q2 2022 | $386,000 | -78.7% | 1,869 | -73.7% | 0.46% | -78.1% |
| Q1 2022 | $1,814,000 | -13.0% | 7,093 | -0.3% | 2.11% | -12.6% |
| Q4 2021 | $2,086,000 | – | 7,117 | – | 2.41% | – |
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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% |