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 | $7,099,257 | -5.8% | 31,672 | +2.0% | 0.07% | +6.0% |
| Q2 2023 | $7,536,305 | +3.3% | 31,057 | -3.4% | 0.07% | -18.3% |
| Q1 2023 | $7,294,903 | +8.4% | 32,162 | +2.5% | 0.08% | +32.3% |
| Q4 2022 | $6,732,567 | -13.7% | 31,384 | +2.9% | 0.06% | -28.7% |
| Q1 2022 | $7,803,000 | +71.8% | 30,509 | +97.2% | 0.09% | +40.3% |
| Q3 2021 | $4,542,000 | +223.5% | 15,470 | +216.0% | 0.06% | +169.6% |
| Q4 2020 | $1,404,000 | +54.3% | 4,896 | +19.2% | 0.02% | +35.3% |
| Q3 2020 | $910,000 | -45.1% | 4,106 | -48.8% | 0.02% | -45.2% |
| Q2 2020 | $1,658,000 | +47.4% | 8,014 | +12.7% | 0.03% | +6.9% |
| Q1 2020 | $1,125,000 | -98.2% | 7,114 | -97.6% | 0.03% | -98.2% |
| Q3 2018 | $62,603,000 | -28.1% | 291,067 | -31.7% | 1.58% | -36.7% |
| Q2 2018 | $87,027,000 | +39.8% | 425,913 | +30.3% | 2.50% | +28.3% |
| Q1 2018 | $62,273,000 | +1362.8% | 326,773 | +1333.1% | 1.95% | +1400.8% |
| Q4 2017 | $4,257,000 | +51.6% | 22,802 | +25.0% | 0.13% | -11.0% |
| Q4 2016 | $2,808,000 | -55.5% | 18,239 | -57.0% | 0.15% | -59.7% |
| Q3 2016 | $6,310,000 | -44.8% | 42,376 | -50.3% | 0.36% | -64.5% |
| Q3 2015 | $11,424,000 | -67.0% | 85,272 | -61.9% | 1.02% | -67.8% |
| Q2 2015 | $34,569,000 | -5.5% | 223,630 | -7.3% | 3.16% | -4.8% |
| Q1 2015 | $36,578,000 | +17.3% | 241,358 | +5.3% | 3.32% | +23.8% |
| Q1 2014 | $31,191,000 | -46.4% | 229,248 | -46.6% | 2.69% | -44.4% |
| Q4 2013 | $58,190,000 | -4.1% | 429,418 | -11.0% | 4.83% | +0.7% |
| Q3 2013 | $60,687,000 | +41.1% | 482,252 | +25.1% | 4.80% | +21.2% |
| Q2 2013 | $42,997,000 | – | 385,593 | – | 3.96% | – |
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% |