ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $695,313 | -5.8% | 3,102 | +2.0% | 0.51% | -6.6% |
| Q2 2023 | $737,929 | -8.7% | 3,041 | -14.6% | 0.54% | -10.7% |
| Q1 2023 | $807,933 | +20.3% | 3,562 | +13.8% | 0.61% | +10.8% |
| Q4 2022 | $671,448 | +6.1% | 3,130 | +2.2% | 0.55% | -4.7% |
| Q3 2022 | $633,000 | +7.7% | 3,062 | +14.6% | 0.58% | +14.5% |
| Q2 2022 | $588,000 | -99.8% | 2,673 | +99.0% | 0.50% | +83.2% |
| Q1 2022 | $343,472,000 | +138957.5% | 1,343 | +34.6% | 0.27% | +29.2% |
| Q4 2021 | $247,000 | – | 998 | – | 0.21% | – |
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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% |