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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $552,753 | -82.2% | 2,466 | -83.1% | 0.00% | -84.2% |
Q4 2022 | $3,111,000 | +20.2% | 14,631 | +16.7% | 0.02% | +11.8% |
Q3 2022 | $2,589,000 | +75.6% | 12,534 | +75.3% | 0.02% | +88.9% |
Q2 2022 | $1,474,000 | -65.5% | 7,148 | -50.7% | 0.01% | -52.6% |
Q4 2021 | $4,267,000 | +52.3% | 14,498 | -18.2% | 0.02% | +11.8% |
Q1 2020 | $2,802,000 | +0.8% | 17,721 | +36.5% | 0.02% | +30.8% |
Q4 2019 | $2,780,000 | +953.0% | 12,981 | +846.1% | 0.01% | +1200.0% |
Q3 2019 | $264,000 | -16.2% | 1,372 | -12.7% | 0.00% | -50.0% |
Q2 2019 | $315,000 | -95.9% | 1,572 | -96.5% | 0.00% | -95.8% |
Q4 2018 | $7,603,000 | +3191.3% | 45,258 | +3060.5% | 0.05% | +4700.0% |
Q1 2017 | $231,000 | -82.8% | 1,432 | -83.6% | 0.00% | -88.9% |
Q4 2016 | $1,346,000 | -92.3% | 8,750 | -93.4% | 0.01% | -92.6% |
Q1 2016 | $17,539,000 | +568.7% | 132,265 | +602.2% | 0.12% | +577.8% |
Q4 2015 | $2,623,000 | +426.7% | 18,837 | +406.4% | 0.02% | +800.0% |
Q3 2015 | $498,000 | -72.3% | 3,720 | -70.6% | 0.00% | -80.0% |
Q4 2014 | $1,800,000 | – | 12,649 | – | 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% |