ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $690,000 | +2.1% | 3,435 | 0.0% | 0.08% | +2.6% |
| Q1 2019 | $676,000 | +20.1% | 3,435 | +2.6% | 0.08% | +8.6% |
| Q4 2018 | $563,000 | -16.8% | 3,349 | +6.5% | 0.07% | 0.0% |
| Q3 2018 | $677,000 | +10.4% | 3,146 | +4.8% | 0.07% | +6.1% |
| Q2 2018 | $613,000 | +6.8% | 3,001 | -0.4% | 0.07% | +4.8% |
| Q1 2018 | $574,000 | -3.0% | 3,013 | -4.9% | 0.06% | -1.6% |
| Q4 2017 | $592,000 | +1.9% | 3,169 | -2.4% | 0.06% | 0.0% |
| Q3 2017 | $581,000 | +3.6% | 3,247 | -2.4% | 0.06% | +4.9% |
| Q2 2017 | $561,000 | +14.5% | 3,327 | +9.7% | 0.06% | +13.0% |
| Q1 2017 | $490,000 | +1.0% | 3,034 | -3.7% | 0.05% | -3.6% |
| Q4 2016 | $485,000 | +25.6% | 3,151 | +21.7% | 0.06% | +7.7% |
| Q3 2016 | $386,000 | +8.7% | 2,590 | 0.0% | 0.05% | +6.1% |
| Q2 2016 | $355,000 | -23.5% | 2,590 | -26.0% | 0.05% | -24.6% |
| Q1 2016 | $464,000 | -11.1% | 3,500 | -6.7% | 0.06% | -11.0% |
| Q4 2015 | $522,000 | – | 3,750 | – | 0.07% | – |
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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% |