ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,749,000 | +0.6% | 5,969 | +0.8% | 0.17% | -54.5% |
| Q3 2021 | $1,739,000 | -4.5% | 5,922 | +1.4% | 0.37% | -2.6% |
| Q2 2021 | $1,820,000 | -37.0% | 5,838 | -47.6% | 0.38% | +6.5% |
| Q1 2021 | $2,890,000 | +125.8% | 11,131 | +92.6% | 0.36% | +8.5% |
| Q4 2020 | $1,280,000 | 0.0% | 5,778 | 0.0% | 0.33% | 0.0% |
| Q3 2020 | $1,280,000 | +6.1% | 5,778 | +1.4% | 0.33% | +4.8% |
| Q2 2020 | $1,206,000 | +146.6% | 5,697 | +84.4% | 0.31% | +89.7% |
| Q1 2020 | $489,000 | +129.6% | 3,090 | +210.6% | 0.16% | +200.0% |
| Q4 2019 | $213,000 | -2.3% | 995 | -2.0% | 0.06% | -8.3% |
| Q3 2018 | $218,000 | +2.3% | 1,015 | -2.4% | 0.06% | -3.2% |
| Q2 2018 | $213,000 | -87.0% | 1,040 | -87.9% | 0.06% | -86.4% |
| Q1 2018 | $1,636,000 | +42.5% | 8,585 | +39.6% | 0.46% | +46.9% |
| Q4 2017 | $1,148,000 | +6.1% | 6,150 | +1.7% | 0.31% | 0.0% |
| Q3 2017 | $1,082,000 | -0.5% | 6,045 | -6.1% | 0.31% | -1.0% |
| Q2 2017 | $1,087,000 | +4.4% | 6,440 | 0.0% | 0.31% | +1.3% |
| Q1 2017 | $1,041,000 | +5.0% | 6,440 | 0.0% | 0.31% | -1.6% |
| Q4 2016 | $991,000 | +2.8% | 6,440 | -0.5% | 0.32% | +5.4% |
| Q3 2016 | $964,000 | +8.8% | 6,475 | +0.2% | 0.30% | +5.7% |
| Q2 2016 | $886,000 | +2.3% | 6,460 | 0.0% | 0.28% | 0.0% |
| Q1 2016 | $866,000 | -1.8% | 6,460 | +2.0% | 0.28% | +0.7% |
| Q4 2015 | $882,000 | -3.1% | 6,331 | -6.8% | 0.28% | -16.1% |
| Q3 2015 | $910,000 | -16.1% | 6,796 | -3.1% | 0.34% | +0.3% |
| Q2 2015 | $1,085,000 | +2.5% | 7,016 | +0.4% | 0.33% | +6.7% |
| Q1 2015 | $1,059,000 | +6.6% | 6,991 | +0.3% | 0.31% | +1.3% |
| Q4 2014 | $993,000 | +10.2% | 6,971 | +0.3% | 0.31% | +4.7% |
| Q3 2014 | $901,000 | +6.4% | 6,951 | +13.6% | 0.30% | +6.5% |
| Q2 2014 | $847,000 | -6.4% | 6,121 | -8.0% | 0.28% | -11.8% |
| Q1 2014 | $905,000 | +39.0% | 6,651 | +38.4% | 0.31% | +30.3% |
| Q4 2013 | $651,000 | +27.4% | 4,805 | +18.3% | 0.24% | +11.1% |
| Q3 2013 | $511,000 | – | 4,063 | – | 0.22% | – |
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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% |