ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,958,478 | +110.1% | 3,841 | 0.0% | 0.41% | +96.2% |
Q2 2023 | $932,057 | +7.0% | 3,841 | 0.0% | 0.21% | +1.4% |
Q1 2023 | $871,215 | +2.2% | 3,841 | -3.3% | 0.21% | 0.0% |
Q4 2022 | $852,100 | +22.6% | 3,972 | +18.0% | 0.21% | +4.5% |
Q3 2022 | $695,000 | -1.7% | 3,366 | -1.9% | 0.20% | -0.5% |
Q2 2022 | $707,000 | -33.7% | 3,430 | -17.8% | 0.20% | -24.0% |
Q1 2022 | $1,067,000 | +5.1% | 4,175 | +20.5% | 0.26% | +12.9% |
Q4 2021 | $1,015,000 | +8.9% | 3,465 | +9.1% | 0.23% | -2.9% |
Q3 2021 | $932,000 | -5.8% | 3,175 | 0.0% | 0.24% | -9.1% |
Q2 2021 | $989,000 | +3.7% | 3,175 | 0.0% | 0.26% | -4.0% |
Q1 2021 | $954,000 | +4.8% | 3,175 | 0.0% | 0.27% | +32.4% |
Q4 2020 | $910,000 | +29.4% | 3,175 | 0.0% | 0.21% | +8.9% |
Q3 2020 | $703,000 | +7.2% | 3,175 | 0.0% | 0.19% | -5.0% |
Q2 2020 | $656,000 | +30.7% | 3,175 | 0.0% | 0.20% | +1.0% |
Q1 2020 | $502,000 | -26.2% | 3,175 | 0.0% | 0.20% | -15.0% |
Q4 2019 | $680,000 | +11.3% | 3,175 | 0.0% | 0.23% | +3.6% |
Q3 2019 | $611,000 | -4.1% | 3,175 | 0.0% | 0.22% | -7.4% |
Q2 2019 | $637,000 | +2.1% | 3,175 | 0.0% | 0.24% | -0.8% |
Q1 2019 | $624,000 | +15.8% | 3,175 | -1.2% | 0.24% | +3.4% |
Q4 2018 | $539,000 | -21.0% | 3,214 | +1.2% | 0.24% | -10.2% |
Q3 2018 | $682,000 | +5.2% | 3,175 | 0.0% | 0.26% | -6.4% |
Q2 2018 | $648,000 | +7.1% | 3,175 | 0.0% | 0.28% | +4.8% |
Q1 2018 | $605,000 | +2.2% | 3,175 | 0.0% | 0.27% | +23.4% |
Q4 2017 | $592,000 | +4.2% | 3,175 | 0.0% | 0.22% | -5.2% |
Q3 2017 | $568,000 | +6.0% | 3,175 | 0.0% | 0.23% | +13.9% |
Q2 2017 | $536,000 | +4.5% | 3,175 | 0.0% | 0.20% | -6.0% |
Q1 2017 | $513,000 | +4.9% | 3,175 | 0.0% | 0.22% | -1.4% |
Q4 2016 | $489,000 | +3.4% | 3,175 | 0.0% | 0.22% | -1.4% |
Q3 2016 | $473,000 | +94.7% | 3,175 | +78.9% | 0.22% | +55.6% |
Q2 2016 | $243,000 | +3.4% | 1,775 | 0.0% | 0.14% | +15.4% |
Q1 2016 | $235,000 | -4.9% | 1,775 | 0.0% | 0.12% | -13.4% |
Q4 2015 | $247,000 | +4.2% | 1,775 | 0.0% | 0.14% | +10.9% |
Q3 2015 | $237,000 | -13.5% | 1,775 | 0.0% | 0.13% | -7.9% |
Q2 2015 | $274,000 | +1.9% | 1,775 | 0.0% | 0.14% | +1.5% |
Q1 2015 | $269,000 | +6.3% | 1,775 | 0.0% | 0.14% | +7.0% |
Q4 2014 | $253,000 | +10.0% | 1,775 | 0.0% | 0.13% | +4.9% |
Q3 2014 | $230,000 | -6.5% | 1,775 | 0.0% | 0.12% | -3.9% |
Q2 2014 | $246,000 | – | 1,775 | – | 0.13% | – |
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% |