ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $352,000 | -0.3% | 1,202 | 0.0% | 0.07% | -9.0% |
| Q3 2021 | $353,000 | -5.9% | 1,202 | 0.0% | 0.08% | -4.9% |
| Q2 2021 | $375,000 | +10.0% | 1,202 | +6.1% | 0.08% | -1.2% |
| Q1 2021 | $341,000 | +4.9% | 1,133 | 0.0% | 0.08% | +1.2% |
| Q4 2020 | $325,000 | +19.0% | 1,133 | -8.1% | 0.08% | +9.3% |
| Q3 2020 | $273,000 | +7.1% | 1,233 | 0.0% | 0.08% | +1.4% |
| Q2 2020 | $255,000 | +0.8% | 1,233 | +4.2% | 0.07% | -1.3% |
| Q4 2019 | $253,000 | +11.0% | 1,183 | +0.1% | 0.08% | +5.6% |
| Q3 2019 | $228,000 | -3.8% | 1,182 | 0.0% | 0.07% | -6.6% |
| Q2 2019 | $237,000 | +2.2% | 1,182 | 0.0% | 0.08% | -7.3% |
| Q1 2019 | $232,000 | – | 1,182 | – | 0.08% | – |
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% |