ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 877 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $983,546 | +4.6% | 3,632 | -2.6% | 0.92% | -11.4% |
| Q4 2023 | $940,276 | +9.7% | 3,728 | -2.5% | 1.03% | +4.9% |
| Q3 2023 | $856,925 | -7.6% | 3,823 | 0.0% | 0.99% | +1.9% |
| Q2 2023 | $927,689 | +6.4% | 3,823 | -0.5% | 0.97% | +11.0% |
| Q1 2023 | $871,669 | +4.8% | 3,843 | -0.9% | 0.87% | +3.8% |
| Q4 2022 | $832,123 | – | 3,879 | – | 0.84% | – |
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% |