ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661,691 | -93.2% | 2,952 | -93.5% | 0.01% | -93.9% |
| Q4 2022 | $9,747,574 | +2853.8% | 45,439 | +2748.8% | 0.10% | +2350.0% |
| Q3 2022 | $330,000 | -54.4% | 1,595 | -43.6% | 0.00% | -33.3% |
| Q1 2022 | $724,000 | -92.4% | 2,829 | -91.3% | 0.01% | -91.7% |
| Q4 2021 | $9,487,000 | +3756.5% | 32,374 | +3673.2% | 0.07% | +3500.0% |
| Q4 2020 | $246,000 | -84.7% | 858 | -88.5% | 0.00% | -90.0% |
| Q4 2019 | $1,603,000 | -42.0% | 7,485 | -54.5% | 0.02% | -52.4% |
| Q4 2018 | $2,765,000 | – | 16,456 | – | 0.04% | – |
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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% |