ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 916 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $51,241 | -2.9% | 195 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $52,790 | +7.5% | 195 | 0.0% | 0.01% | -14.3% |
| Q4 2023 | $49,114 | +12.7% | 195 | +0.5% | 0.01% | 0.0% |
| Q3 2023 | $43,574 | -7.5% | 194 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $47,093 | -4.7% | 194 | -11.0% | 0.01% | -11.1% |
| Q1 2023 | $49,419 | +753.2% | 218 | +707.4% | 0.01% | +800.0% |
| Q4 2022 | $5,792 | -3.5% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | – | 27 | – | 0.00% | – |
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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% |