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 | $124 | +21.6% | 554 | +32.2% | 0.01% | +22.2% |
Q2 2023 | $102 | -39.6% | 419 | -43.6% | 0.01% | -35.7% |
Q1 2023 | $169 | +11.2% | 743 | +4.5% | 0.01% | 0.0% |
Q4 2022 | $152 | -99.9% | 711 | +3.8% | 0.01% | 0.0% |
Q3 2022 | $142,000 | +0.7% | 685 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $141,000 | +25.9% | 685 | +79.8% | 0.01% | +75.0% |
Q4 2021 | $112,000 | 0.0% | 381 | 0.0% | 0.01% | -11.1% |
Q3 2021 | $112,000 | -5.9% | 381 | 0.0% | 0.01% | -10.0% |
Q2 2021 | $119,000 | +4.4% | 381 | +0.5% | 0.01% | -9.1% |
Q1 2021 | $114,000 | +11.8% | 379 | -25.1% | 0.01% | -31.2% |
Q2 2019 | $102,000 | -61.4% | 506 | -60.8% | 0.02% | -55.6% |
Q2 2018 | $264,000 | – | 1,292 | – | 0.04% | – |
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% |