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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $359,000 | +4.4% | 1,737 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $344,000 | +15.1% | 1,667 | +42.7% | 0.01% | 0.0% |
| Q1 2022 | $299,000 | +41.7% | 1,168 | +62.7% | 0.01% | +20.0% |
| Q3 2021 | $211,000 | -4.5% | 718 | +1.3% | 0.01% | 0.0% |
| Q2 2021 | $221,000 | -57.7% | 709 | -72.3% | 0.01% | -64.3% |
| Q4 2019 | $522,000 | +110.5% | 2,562 | +99.4% | 0.03% | -6.7% |
| Q3 2019 | $248,000 | -4.2% | 1,285 | -0.2% | 0.03% | +7.1% |
| Q2 2019 | $259,000 | +4.0% | 1,287 | +1.7% | 0.03% | 0.0% |
| Q1 2019 | $249,000 | -11.1% | 1,266 | -24.0% | 0.03% | -17.6% |
| Q4 2018 | $280,000 | +18.1% | 1,665 | +51.4% | 0.03% | +30.8% |
| Q3 2018 | $237,000 | +1.7% | 1,100 | -3.3% | 0.03% | -10.3% |
| Q2 2018 | $233,000 | +4.0% | 1,138 | -30.4% | 0.03% | +45.0% |
| Q2 2016 | $224,000 | -14.5% | 1,635 | -15.5% | 0.02% | -16.7% |
| Q4 2013 | $262,000 | – | 1,935 | – | 0.02% | – |
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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% |