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 | $66,158 | -3.1% | 252 | 0.0% | 0.04% | 0.0% |
Q1 2024 | $68,242 | +7.4% | 252 | 0.0% | 0.04% | +2.4% |
Q4 2023 | $63,559 | +12.5% | 252 | 0.0% | 0.04% | 0.0% |
Q3 2023 | $56,486 | -7.6% | 252 | 0.0% | 0.04% | +2.4% |
Q2 2023 | $61,150 | -9.2% | 252 | -15.2% | 0.04% | -16.3% |
Q1 2023 | $67,366 | -2.5% | 297 | -7.8% | 0.05% | -14.0% |
Q4 2022 | $69,075 | – | 322 | – | 0.06% | – |
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% |