ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 716 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,674,522 | -0.6% | 119,003 | +7.6% | 0.03% | 0.0% |
| Q2 2023 | $26,830,674 | +45.2% | 110,569 | +35.7% | 0.03% | +30.8% |
| Q1 2023 | $18,475,623 | +12.3% | 81,455 | +6.2% | 0.03% | +4.0% |
| Q4 2022 | $16,452,611 | -100.0% | 76,695 | -66.9% | 0.02% | -67.5% |
| Q3 2022 | $47,857,400,000 | -76.2% | 231,654 | -76.3% | 0.08% | -75.5% |
| Q2 2022 | $201,339,167,000 | -20.0% | 975,906 | -0.9% | 0.31% | -7.4% |
| Q1 2022 | $251,790,478,000 | +127.2% | 984,518 | +160.3% | 0.34% | +114.6% |
| Q4 2021 | $110,842,353,000 | -69.4% | 378,237 | -69.3% | 0.16% | -69.2% |
| Q3 2021 | $361,741,047,000 | -6.2% | 1,232,130 | -0.5% | 0.51% | +0.4% |
| Q2 2021 | $385,839,804,000 | +51.7% | 1,237,896 | +46.4% | 0.51% | +37.4% |
| Q1 2021 | $254,332,811,000 | +638.3% | 845,690 | +603.8% | 0.37% | +481.2% |
| Q4 2020 | $34,449,872,000 | -73.1% | 120,160 | -79.2% | 0.06% | -65.0% |
| Q3 2020 | $128,096,155,000 | +664.8% | 578,260 | +614.3% | 0.18% | +510.0% |
| Q2 2020 | $16,748,195,000 | -62.4% | 80,960 | -71.3% | 0.03% | -67.0% |
| Q1 2020 | $44,597,613,000 | +490.4% | 281,960 | +699.7% | 0.09% | +550.0% |
| Q4 2019 | $7,553,397,000 | -93.9% | 35,260 | -94.5% | 0.01% | -93.6% |
| Q3 2019 | $123,840,589,000 | +76.9% | 642,560 | +84.4% | 0.22% | +58.3% |
| Q2 2019 | $70,003,195,000 | -45.2% | 348,500 | -46.3% | 0.14% | -49.6% |
| Q1 2019 | $127,730,670,000 | +34.1% | 649,500 | +29.9% | 0.28% | +55.1% |
| Q1 2018 | $95,285,000,000 | +113.0% | 500,000 | +100.0% | 0.18% | +63.3% |
| Q3 2017 | $44,740,000,000 | -44.6% | 250,000 | -50.0% | 0.11% | -48.8% |
| Q1 2017 | $80,830,000,000 | +5.0% | 500,000 | 0.0% | 0.21% | -41.0% |
| Q4 2016 | $76,970,000,000 | -67.7% | 500,000 | -68.8% | 0.36% | -63.2% |
| Q3 2016 | $238,239,984,000 | +17843.9% | 1,600,000 | +15880.8% | 0.98% | +16250.0% |
| Q1 2016 | $1,327,691,000 | -98.4% | 10,012 | -98.4% | 0.01% | -97.1% |
| Q3 2015 | $81,519,405,000 | -64.8% | 608,490 | -59.4% | 0.20% | -68.5% |
| Q2 2015 | $231,870,000,000 | +53.0% | 1,500,000 | +50.0% | 0.65% | +54.4% |
| Q1 2015 | $151,550,000,000 | – | 1,000,000 | – | 0.42% | – |
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% |