ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $358 | +5.6% | 1,477 | -1.3% | 0.04% | -16.3% |
| Q1 2023 | $339 | +4.0% | 1,496 | -1.5% | 0.04% | 0.0% |
| Q4 2022 | $326 | -99.9% | 1,519 | -4.2% | 0.04% | +4.9% |
| Q3 2022 | $328,000 | -3.5% | 1,586 | -3.9% | 0.04% | 0.0% |
| Q2 2022 | $340,000 | -18.9% | 1,650 | +0.7% | 0.04% | +2.5% |
| Q1 2022 | $419,000 | -17.4% | 1,639 | -5.3% | 0.04% | -16.7% |
| Q4 2021 | $507,000 | -0.8% | 1,730 | -0.6% | 0.05% | -30.4% |
| Q3 2021 | $511,000 | -11.9% | 1,740 | -6.5% | 0.07% | +15.0% |
| Q2 2021 | $580,000 | +7.6% | 1,861 | +3.9% | 0.06% | +7.1% |
| Q1 2021 | $539,000 | +124.6% | 1,791 | +17.9% | 0.06% | +43.6% |
| Q1 2020 | $240,000 | -34.6% | 1,519 | -11.3% | 0.04% | -23.5% |
| Q4 2019 | $367,000 | +7.9% | 1,713 | -2.8% | 0.05% | 0.0% |
| Q3 2019 | $340,000 | -4.5% | 1,763 | -0.6% | 0.05% | -5.6% |
| Q2 2019 | $356,000 | +2.0% | 1,773 | -0.2% | 0.05% | -5.3% |
| Q1 2019 | $349,000 | +16.7% | 1,777 | 0.0% | 0.06% | +1.8% |
| Q4 2018 | $299,000 | -21.7% | 1,777 | 0.0% | 0.06% | -9.7% |
| Q3 2018 | $382,000 | +5.2% | 1,777 | 0.0% | 0.06% | -1.6% |
| Q2 2018 | $363,000 | – | 1,777 | – | 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% |