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 | $58,379,667 | +15.6% | 260,449 | +25.1% | 0.01% | +20.0% |
Q2 2023 | $50,515,252 | +12.6% | 208,173 | +5.2% | 0.01% | 0.0% |
Q1 2023 | $44,872,291 | +104456.0% | 197,830 | -1.1% | 0.01% | -16.7% |
Q4 2022 | $42,917 | -99.9% | 200,064 | -49.9% | 0.01% | -50.0% |
Q3 2022 | $82,565,000 | -0.7% | 399,655 | -0.8% | 0.01% | 0.0% |
Q2 2022 | $83,155,000 | -18.7% | 403,057 | +0.8% | 0.01% | 0.0% |
Q1 2022 | $102,313,000 | -32.1% | 400,056 | -22.2% | 0.01% | -29.4% |
Q4 2021 | $150,710,000 | -28.9% | 514,282 | -28.8% | 0.02% | -34.6% |
Q3 2021 | $212,027,000 | +90.8% | 722,188 | +102.6% | 0.03% | +100.0% |
Q2 2021 | $111,117,000 | +9.6% | 356,496 | +5.7% | 0.01% | -7.1% |
Q1 2021 | $101,388,000 | +16.6% | 337,130 | +11.2% | 0.01% | +7.7% |
Q4 2020 | $86,917,000 | +32.1% | 303,165 | +1.8% | 0.01% | +18.2% |
Q3 2020 | $65,809,000 | +5.6% | 297,687 | -1.2% | 0.01% | -8.3% |
Q2 2020 | $62,323,000 | +57.8% | 301,268 | +20.6% | 0.01% | +33.3% |
Q1 2020 | $39,500,000 | +53.5% | 249,730 | +107.8% | 0.01% | +80.0% |
Q4 2019 | $25,738,000 | +15.7% | 120,150 | +4.1% | 0.01% | +25.0% |
Q3 2019 | $22,236,000 | -48.4% | 115,376 | -46.6% | 0.00% | -50.0% |
Q2 2019 | $43,063,000 | +102.3% | 216,169 | +99.7% | 0.01% | +100.0% |
Q1 2019 | $21,285,000 | -1.0% | 108,232 | -15.4% | 0.00% | -20.0% |
Q4 2018 | $21,502,000 | +5.2% | 127,985 | +34.6% | 0.01% | +25.0% |
Q3 2018 | $20,444,000 | -71.6% | 95,052 | -73.0% | 0.00% | -73.3% |
Q2 2018 | $71,871,000 | +294.6% | 351,737 | +268.1% | 0.02% | +275.0% |
Q1 2018 | $18,212,000 | +5.7% | 95,563 | +3.5% | 0.00% | 0.0% |
Q4 2017 | $17,236,000 | +239.2% | 92,321 | +223.9% | 0.00% | +300.0% |
Q3 2017 | $5,082,000 | +17.9% | 28,502 | +11.5% | 0.00% | 0.0% |
Q2 2017 | $4,312,000 | -58.7% | 25,553 | -60.4% | 0.00% | -50.0% |
Q1 2017 | $10,435,000 | +155.5% | 64,550 | +143.4% | 0.00% | +100.0% |
Q4 2016 | $4,084,000 | -92.1% | 26,524 | -92.4% | 0.00% | -92.3% |
Q3 2016 | $51,662,000 | -40.1% | 346,964 | -44.9% | 0.01% | -40.9% |
Q2 2016 | $86,318,000 | -10.9% | 629,226 | -13.9% | 0.02% | -12.0% |
Q1 2016 | $96,917,000 | +28.5% | 730,456 | +35.0% | 0.02% | +31.6% |
Q4 2015 | $75,439,000 | +4.8% | 541,124 | +0.7% | 0.02% | 0.0% |
Q3 2015 | $71,997,000 | -30.2% | 537,419 | -19.4% | 0.02% | -20.8% |
Q2 2015 | $103,133,000 | +331.6% | 667,185 | +323.2% | 0.02% | +380.0% |
Q1 2015 | $23,893,000 | -89.8% | 157,652 | -90.4% | 0.01% | -90.7% |
Q4 2014 | $235,006,000 | +8.8% | 1,650,554 | -0.9% | 0.05% | +5.9% |
Q3 2014 | $216,048,000 | +34.2% | 1,665,871 | +43.2% | 0.05% | +24.4% |
Q2 2014 | $161,002,000 | -16.6% | 1,163,138 | -18.0% | 0.04% | -22.6% |
Q1 2014 | $193,083,000 | +235.5% | 1,419,110 | +234.1% | 0.05% | +231.2% |
Q4 2013 | $57,558,000 | -55.1% | 424,749 | -58.3% | 0.02% | -57.9% |
Q3 2013 | $128,329,000 | -8.6% | 1,019,776 | -19.0% | 0.04% | -15.6% |
Q2 2013 | $140,380,000 | – | 1,258,900 | – | 0.04% | – |
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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% |