ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 877 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,712 | -3.1% | 6,519 | 0.0% | 0.00% | – |
Q1 2024 | $1,766 | +7.4% | 6,519 | 0.0% | 0.00% | – |
Q4 2023 | $1,645 | +12.5% | 6,519 | 0.0% | 0.00% | – |
Q3 2023 | $1,462 | -9.5% | 6,519 | -2.0% | 0.00% | – |
Q2 2023 | $1,615 | +15.8% | 6,653 | +8.2% | 0.00% | – |
Q1 2023 | $1,395 | +5.8% | 6,147 | 0.0% | 0.00% | – |
Q4 2022 | $1,319 | -99.9% | 6,147 | +2.2% | 0.00% | – |
Q3 2022 | $1,243,000 | +0.2% | 6,013 | 0.0% | 0.00% | – |
Q2 2022 | $1,241,000 | -19.3% | 6,013 | 0.0% | 0.00% | – |
Q1 2022 | $1,538,000 | -12.7% | 6,013 | 0.0% | 0.00% | – |
Q4 2021 | $1,762,000 | -0.2% | 6,013 | 0.0% | 0.00% | – |
Q3 2021 | $1,765,000 | -5.8% | 6,013 | 0.0% | 0.00% | – |
Q2 2021 | $1,874,000 | -22.1% | 6,013 | -24.8% | 0.00% | – |
Q1 2021 | $2,405,000 | +4.9% | 7,997 | 0.0% | 0.00% | – |
Q4 2020 | $2,293,000 | +29.5% | 7,997 | 0.0% | 0.00% | – |
Q3 2020 | $1,771,000 | – | 7,997 | – | 0.00% | – |
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% |