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 2023 | $242,530 | -11.5% | 1,082 | -4.2% | 0.00% | 0.0% |
| Q2 2023 | $273,963 | +7.0% | 1,129 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $256,080 | +105718.2% | 1,129 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $242 | -99.9% | 1,129 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $233,000 | -1.3% | 1,129 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $236,000 | -19.2% | 1,143 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $292,000 | -11.8% | 1,143 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $331,000 | 0.0% | 1,129 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $331,000 | -6.0% | 1,129 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $352,000 | +3.5% | 1,129 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $340,000 | +4.9% | 1,129 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $324,000 | -0.6% | 1,129 | -45.2% | 0.01% | -28.6% |
| Q1 2020 | $326,000 | -26.2% | 2,062 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $442,000 | – | 2,062 | – | 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% |