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 | $2,325,332 | +84.3% | 10,374 | +99.5% | 0.02% | +38.9% |
Q2 2023 | $1,261,832 | +438.5% | 5,200 | +403.4% | 0.02% | +260.0% |
Q1 2023 | $234,305 | -58.8% | 1,033 | -62.5% | 0.01% | -75.0% |
Q2 2022 | $569,000 | +132.2% | 2,757 | +187.5% | 0.02% | +122.2% |
Q1 2022 | $245,000 | -62.4% | 959 | -56.9% | 0.01% | -67.9% |
Q4 2021 | $652,000 | -15.4% | 2,226 | -15.2% | 0.03% | +21.7% |
Q3 2021 | $771,000 | +16.3% | 2,626 | +23.5% | 0.02% | +15.0% |
Q2 2021 | $663,000 | -75.9% | 2,126 | -77.8% | 0.02% | -69.2% |
Q4 2020 | $2,750,000 | +159.9% | 9,592 | +100.8% | 0.06% | +195.5% |
Q3 2020 | $1,058,000 | -69.1% | 4,777 | -71.2% | 0.02% | -71.4% |
Q2 2020 | $3,429,000 | -71.5% | 16,574 | -78.2% | 0.08% | -71.6% |
Q1 2020 | $12,036,000 | +35.9% | 76,092 | +84.0% | 0.27% | +359.3% |
Q4 2019 | $8,859,000 | -29.7% | 41,354 | -36.8% | 0.06% | -48.2% |
Q3 2019 | $12,610,000 | +87.4% | 65,426 | +95.3% | 0.11% | +62.9% |
Q2 2019 | $6,730,000 | +3.9% | 33,505 | +1.7% | 0.07% | +20.7% |
Q1 2019 | $6,479,000 | +21.9% | 32,943 | +4.1% | 0.06% | -10.8% |
Q4 2018 | $5,316,000 | -37.3% | 31,643 | -19.7% | 0.06% | +18.2% |
Q3 2018 | $8,474,000 | -52.6% | 39,400 | -54.9% | 0.06% | -38.2% |
Q2 2018 | $17,859,000 | -16.9% | 87,400 | -22.5% | 0.09% | -26.4% |
Q1 2018 | $21,494,000 | -46.5% | 112,786 | -47.6% | 0.12% | -88.8% |
Q4 2017 | $40,186,000 | +4589.1% | 215,244 | +4394.6% | 1.08% | +1280.8% |
Q3 2017 | $857,000 | +93.9% | 4,789 | +66.9% | 0.08% | -47.3% |
Q4 2016 | $442,000 | +42.6% | 2,870 | +22.8% | 0.15% | -62.9% |
Q1 2016 | $310,000 | – | 2,337 | – | 0.40% | – |
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% |