ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,138,538 | -6.5% | 5,069 | +1.0% | 0.05% | +4.5% |
| Q2 2023 | $1,218,170 | +3.4% | 5,020 | -3.4% | 0.04% | +2.3% |
| Q1 2023 | $1,178,197 | -4.6% | 5,194 | -9.8% | 0.04% | -10.4% |
| Q4 2022 | $1,235,456 | +0.0% | 5,759 | -3.7% | 0.05% | -12.7% |
| Q3 2022 | $1,235,000 | -15.3% | 5,979 | -15.4% | 0.06% | -9.8% |
| Q2 2022 | $1,458,000 | +34.1% | 7,068 | +66.3% | 0.06% | +60.5% |
| Q1 2022 | $1,087,000 | +75.9% | 4,251 | +101.8% | 0.04% | +81.0% |
| Q4 2021 | $618,000 | -2.7% | 2,107 | -2.5% | 0.02% | -8.7% |
| Q3 2021 | $635,000 | +5191.7% | 2,162 | +3627.6% | 0.02% | +2200.0% |
| Q2 2020 | $12,000 | +33.3% | 58 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -67.9% | 58 | -56.1% | 0.00% | -50.0% |
| Q4 2019 | $28,000 | +154.5% | 132 | +127.6% | 0.00% | +100.0% |
| Q3 2019 | $11,000 | -8.3% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | +9.1% | 58 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | -92.2% | 58 | -94.3% | 0.00% | -92.3% |
| Q4 2015 | $141,000 | – | 1,015 | – | 0.01% | – |
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% |