ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 679 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $758 | -6.5% | 2,886 | -3.7% | 0.00% | 0.0% |
Q1 2024 | $811 | +7.3% | 2,996 | 0.0% | 0.00% | -25.0% |
Q4 2023 | $756 | +12.5% | 2,996 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $672 | -10.9% | 2,996 | -3.5% | 0.00% | 0.0% |
Q2 2023 | $754 | +7.0% | 3,106 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $705 | +2.2% | 3,106 | -3.4% | 0.00% | +33.3% |
Q4 2022 | $690 | -99.9% | 3,216 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $664,000 | -3.2% | 3,216 | -3.3% | 0.00% | 0.0% |
Q2 2022 | $686,000 | -16.5% | 3,326 | +3.4% | 0.00% | 0.0% |
Q1 2022 | $822,000 | -9.7% | 3,216 | +3.5% | 0.00% | 0.0% |
Q4 2021 | $910,000 | -3.6% | 3,106 | -3.4% | 0.00% | -25.0% |
Q3 2021 | $944,000 | -14.6% | 3,216 | -9.3% | 0.00% | 0.0% |
Q2 2021 | $1,105,000 | +0.5% | 3,546 | -3.0% | 0.00% | -20.0% |
Q1 2021 | $1,100,000 | -23.2% | 3,656 | -26.8% | 0.01% | -16.7% |
Q4 2020 | $1,432,000 | +21.6% | 4,994 | -6.1% | 0.01% | 0.0% |
Q3 2020 | $1,178,000 | – | 5,316 | – | 0.01% | – |
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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% |