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 | $282,205 | -7.6% | 1,259 | 0.0% | 0.24% | -2.9% |
Q2 2023 | $305,509 | +7.0% | 1,259 | 0.0% | 0.24% | +3.4% |
Q1 2023 | $285,566 | +5.7% | 1,259 | 0.0% | 0.24% | +2.6% |
Q4 2022 | $270,081 | -1.1% | 1,259 | -5.0% | 0.23% | -7.2% |
Q3 2022 | $273,000 | 0.0% | 1,325 | 0.0% | 0.25% | +6.0% |
Q2 2022 | $273,000 | -21.3% | 1,325 | -1.4% | 0.24% | -16.7% |
Q1 2022 | $347,000 | -12.4% | 1,344 | -0.7% | 0.28% | -12.1% |
Q4 2021 | $396,000 | – | 1,354 | – | 0.32% | – |
Download |
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% |