ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 807 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 5.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,854 | -7.6% | 2,172 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $527,058 | +7.0% | 2,172 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $492,654 | +3.3% | 2,172 | -2.3% | 0.01% | 0.0% |
| Q4 2022 | $476,878 | +6.0% | 2,223 | +2.1% | 0.01% | 0.0% |
| Q3 2022 | $450,000 | +0.2% | 2,177 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $449,000 | -19.1% | 2,177 | +0.2% | 0.01% | -7.7% |
| Q1 2022 | $555,000 | -12.9% | 2,172 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $637,000 | -0.2% | 2,172 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $638,000 | -5.8% | 2,172 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $677,000 | +3.7% | 2,172 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $653,000 | +4.8% | 2,172 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $623,000 | +29.5% | 2,172 | 0.0% | 0.02% | +13.3% |
| Q3 2020 | $481,000 | +7.1% | 2,172 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $449,000 | +6.4% | 2,172 | -18.6% | 0.02% | -11.8% |
| Q1 2020 | $422,000 | -26.2% | 2,668 | 0.0% | 0.02% | -5.6% |
| Q4 2019 | $572,000 | +11.3% | 2,668 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $514,000 | -4.1% | 2,668 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $536,000 | -11.7% | 2,668 | -5.5% | 0.02% | -29.6% |
| Q3 2018 | $607,000 | +0.2% | 2,824 | -4.7% | 0.03% | +3.8% |
| Q2 2018 | $606,000 | – | 2,964 | – | 0.03% | – |
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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% |