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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $36,039 | +38.6% | 168 | +32.3% | 0.01% | +66.7% |
| Q3 2022 | $26,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -18.8% | 127 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $32,000 | -13.5% | 127 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | 0.0% | 127 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $37,000 | -7.5% | 127 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $40,000 | +5.3% | 127 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $38,000 | +5.6% | 127 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $36,000 | -69.0% | 127 | -75.8% | 0.01% | -75.0% |
| Q3 2020 | $116,000 | +251.5% | 524 | +231.6% | 0.02% | +233.3% |
| Q2 2020 | $33,000 | -50.0% | 158 | -62.1% | 0.01% | -57.1% |
| Q1 2020 | $66,000 | -25.8% | 417 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $89,000 | +270.8% | 417 | +228.3% | 0.02% | +275.0% |
| Q3 2019 | $24,000 | -52.9% | 127 | -50.0% | 0.00% | -55.6% |
| Q2 2019 | $51,000 | +2.0% | 254 | -0.4% | 0.01% | 0.0% |
| Q1 2019 | $50,000 | +16.3% | 255 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $43,000 | -21.8% | 255 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $55,000 | +5.8% | 255 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $52,000 | -74.5% | 255 | -76.1% | 0.01% | -75.7% |
| Q1 2018 | $204,000 | +325.0% | 1,069 | +319.2% | 0.04% | +311.1% |
| Q4 2017 | $48,000 | +4.3% | 255 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $46,000 | +7.0% | 255 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $43,000 | +4.9% | 255 | 0.0% | 0.01% | +12.5% |
| Q1 2017 | $41,000 | -4.7% | 255 | -8.9% | 0.01% | -11.1% |
| Q4 2016 | $43,000 | +4200.0% | 280 | +3900.0% | 0.01% | – |
| Q3 2016 | $1,000 | -99.9% | 7 | -99.9% | 0.00% | -100.0% |
| Q1 2014 | $1,108,000 | -3.0% | 8,145 | -10.3% | 0.27% | -34.8% |
| Q3 2013 | $1,142,000 | +3.5% | 9,085 | -8.2% | 0.42% | +35.8% |
| Q2 2013 | $1,103,000 | – | 9,895 | – | 0.31% | – |
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% |