ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $618,000 | -18.8% | 2,105 | -13.7% | 0.04% | -20.0% |
| Q2 2021 | $761,000 | +3.7% | 2,440 | 0.0% | 0.05% | -3.8% |
| Q1 2021 | $734,000 | -5.0% | 2,440 | -9.5% | 0.05% | -11.9% |
| Q4 2020 | $773,000 | +29.5% | 2,696 | 0.0% | 0.06% | +13.5% |
| Q3 2020 | $597,000 | +7.0% | 2,696 | 0.0% | 0.05% | +13.0% |
| Q2 2020 | $558,000 | +31.0% | 2,696 | 0.0% | 0.05% | +15.0% |
| Q1 2020 | $426,000 | -37.4% | 2,696 | -15.2% | 0.04% | -18.4% |
| Q4 2019 | $681,000 | +31.0% | 3,181 | +18.0% | 0.05% | +19.5% |
| Q3 2019 | $520,000 | -4.1% | 2,696 | 0.0% | 0.04% | -8.9% |
| Q2 2019 | $542,000 | +2.3% | 2,696 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $530,000 | +10.6% | 2,696 | -5.5% | 0.04% | -2.2% |
| Q4 2018 | $479,000 | -22.0% | 2,853 | 0.0% | 0.05% | -11.5% |
| Q3 2018 | $614,000 | +2.3% | 2,853 | -2.8% | 0.05% | -3.7% |
| Q2 2018 | $600,000 | +7.1% | 2,936 | 0.0% | 0.05% | +3.8% |
| Q1 2018 | $560,000 | +0.9% | 2,936 | -1.2% | 0.05% | +4.0% |
| Q4 2017 | $555,000 | +4.3% | 2,972 | 0.0% | 0.05% | -2.0% |
| Q3 2017 | $532,000 | +1.9% | 2,972 | -3.9% | 0.05% | 0.0% |
| Q2 2017 | $522,000 | +4.4% | 3,094 | 0.0% | 0.05% | -1.9% |
| Q1 2017 | $500,000 | – | 3,094 | – | 0.05% | – |
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% |