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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $4,246,550 | +7.0% | 17,500 | +0.1% | 0.91% | +4.7% |
Q1 2023 | $3,967,082 | +8.9% | 17,490 | +3.0% | 0.87% | +0.9% |
Q4 2022 | $3,641,477 | +7.6% | 16,975 | +3.6% | 0.86% | -0.6% |
Q3 2022 | $3,384,000 | -59.9% | 16,380 | -50.4% | 0.87% | -47.6% |
Q1 2022 | $8,440,000 | +60.4% | 33,000 | +83.7% | 1.66% | +73.2% |
Q4 2021 | $5,263,000 | -29.7% | 17,960 | -29.6% | 0.96% | -32.5% |
Q3 2021 | $7,487,000 | -35.9% | 25,500 | -32.0% | 1.42% | -35.5% |
Q2 2021 | $11,688,000 | +65.4% | 37,500 | +59.6% | 2.20% | +56.0% |
Q1 2021 | $7,067,000 | +14.1% | 23,500 | +8.8% | 1.41% | +2.8% |
Q4 2020 | $6,193,000 | +336.7% | 21,600 | +237.5% | 1.37% | +240.5% |
Q3 2020 | $1,418,000 | -72.3% | 6,400 | -74.1% | 0.40% | -73.1% |
Q2 2020 | $5,110,000 | +21.9% | 24,700 | -6.8% | 1.49% | -20.8% |
Q1 2020 | $4,192,000 | +283.5% | 26,500 | +419.6% | 1.89% | +361.1% |
Q4 2019 | $1,093,000 | +3425.8% | 5,100 | +3087.5% | 0.41% | +3618.2% |
Q3 2019 | $31,000 | – | 160 | – | 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% |