ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 824 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100 | -8.3% | 450 | 0.0% | 0.00% | – |
| Q2 2023 | $109 | +6.9% | 450 | 0.0% | 0.00% | – |
| Q1 2023 | $102 | +6.2% | 450 | 0.0% | 0.00% | – |
| Q4 2022 | $96 | -99.9% | 450 | 0.0% | 0.00% | – |
| Q3 2022 | $92,000 | 0.0% | 450 | 0.0% | 0.00% | – |
| Q2 2022 | $92,000 | -20.0% | 450 | 0.0% | 0.00% | – |
| Q1 2022 | $115,000 | -12.2% | 450 | 0.0% | 0.00% | – |
| Q4 2021 | $131,000 | -0.8% | 450 | 0.0% | 0.00% | – |
| Q3 2021 | $132,000 | -5.7% | 450 | 0.0% | 0.00% | – |
| Q2 2021 | $140,000 | +3.7% | 450 | 0.0% | 0.00% | – |
| Q1 2021 | $135,000 | +4.7% | 450 | 0.0% | 0.00% | – |
| Q4 2020 | $129,000 | +30.3% | 450 | 0.0% | 0.00% | – |
| Q3 2020 | $99,000 | +6.5% | 450 | 0.0% | 0.00% | – |
| Q2 2020 | $93,000 | +31.0% | 450 | 0.0% | 0.00% | – |
| Q1 2020 | $71,000 | -26.0% | 450 | 0.0% | 0.00% | – |
| Q4 2019 | $96,000 | +11.6% | 450 | 0.0% | 0.00% | – |
| Q3 2019 | $86,000 | -4.4% | 450 | 0.0% | 0.00% | – |
| Q2 2019 | $90,000 | +2.3% | 450 | 0.0% | 0.00% | – |
| Q1 2019 | $88,000 | +17.3% | 450 | 0.0% | 0.00% | – |
| Q4 2018 | $75,000 | -21.9% | 450 | 0.0% | 0.00% | – |
| Q3 2018 | $96,000 | +5.5% | 450 | 0.0% | 0.00% | – |
| Q2 2018 | $91,000 | – | 450 | – | 0.00% | – |
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% |