ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 673 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,569,589 | -28.5% | 15,925 | -22.6% | 0.00% | 0.0% |
| Q2 2023 | $4,992,730 | +10.1% | 20,575 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $4,536,400 | -2.2% | 20,000 | -7.5% | 0.00% | 0.0% |
| Q4 2022 | $4,638,995 | +32.1% | 21,625 | +27.2% | 0.00% | 0.0% |
| Q3 2022 | $3,512,000 | -12.7% | 17,000 | -12.8% | 0.00% | 0.0% |
| Q2 2022 | $4,023,000 | -19.3% | 19,500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,987,000 | -20.1% | 19,500 | -8.5% | 0.00% | -25.0% |
| Q4 2021 | $6,242,000 | -5.9% | 21,300 | -5.8% | 0.00% | 0.0% |
| Q3 2021 | $6,635,000 | +24.6% | 22,600 | +32.2% | 0.00% | +33.3% |
| Q2 2021 | $5,327,000 | -14.0% | 17,092 | -17.0% | 0.00% | -25.0% |
| Q1 2021 | $6,193,000 | -12.2% | 20,592 | -16.3% | 0.00% | -20.0% |
| Q4 2020 | $7,051,000 | +116.6% | 24,592 | +67.4% | 0.01% | +66.7% |
| Q3 2020 | $3,255,000 | +221.6% | 14,692 | +200.3% | 0.00% | +200.0% |
| Q2 2020 | $1,012,000 | – | 4,892 | – | 0.00% | – |
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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% |