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 | $333,354 | -7.6% | 1,487 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $360,840 | +3.6% | 1,487 | -3.1% | 0.00% | -33.3% |
| Q1 2023 | $348,233 | +5.7% | 1,535 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $329,347 | +3.9% | 1,535 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $317,000 | 0.0% | 1,535 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $317,000 | -14.8% | 1,535 | +24.0% | 0.00% | -33.3% |
| Q1 2021 | $372,000 | +7.5% | 1,238 | +2.6% | 0.00% | 0.0% |
| Q4 2020 | $346,000 | -35.4% | 1,207 | -62.2% | 0.00% | -62.5% |
| Q4 2018 | $536,000 | -21.9% | 3,189 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $686,000 | +206.2% | 3,189 | +169.1% | 0.01% | +200.0% |
| Q2 2018 | $224,000 | – | 1,185 | – | 0.00% | – |
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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% |