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 | $2,751,794 | -11.4% | 12,277 | -4.1% | 0.64% | -13.7% |
| Q2 2023 | $3,106,587 | +9.9% | 12,802 | +2.7% | 0.74% | -3.0% |
| Q1 2023 | $2,826,160 | +0.8% | 12,460 | -4.6% | 0.76% | -5.8% |
| Q4 2022 | $2,802,750 | +1.4% | 13,065 | -2.4% | 0.81% | -8.5% |
| Q3 2022 | $2,764,000 | +5.1% | 13,381 | +5.0% | 0.88% | +10.0% |
| Q2 2022 | $2,629,000 | -29.9% | 12,744 | -13.1% | 0.80% | -19.9% |
| Q1 2022 | $3,750,000 | -24.4% | 14,662 | -13.4% | 1.00% | -18.2% |
| Q4 2021 | $4,962,000 | -1.6% | 16,933 | -1.4% | 1.22% | -17.5% |
| Q3 2021 | $5,041,000 | -7.9% | 17,169 | -2.2% | 1.48% | -6.2% |
| Q2 2021 | $5,472,000 | +2.6% | 17,555 | -1.0% | 1.58% | -1.7% |
| Q1 2021 | $5,335,000 | +6.3% | 17,736 | +1.3% | 1.61% | +2.2% |
| Q4 2020 | $5,018,000 | +14.4% | 17,500 | -11.6% | 1.58% | +3.0% |
| Q3 2020 | $4,386,000 | -19.6% | 19,801 | -24.9% | 1.53% | -14.3% |
| Q2 2020 | $5,454,000 | -5.8% | 26,364 | -28.0% | 1.78% | -18.8% |
| Q1 2020 | $5,792,000 | -39.9% | 36,621 | -18.6% | 2.20% | -21.9% |
| Q4 2019 | $9,640,000 | +14.0% | 45,000 | +2.6% | 2.81% | +2.8% |
| Q3 2019 | $8,456,000 | -5.7% | 43,878 | -1.7% | 2.74% | -5.8% |
| Q2 2019 | $8,970,000 | +6.8% | 44,657 | +4.6% | 2.90% | +2.6% |
| Q1 2019 | $8,396,000 | +14.8% | 42,695 | -1.9% | 2.83% | +8.4% |
| Q4 2018 | $7,313,000 | -4.3% | 43,526 | +22.5% | 2.61% | -1.4% |
| Q3 2018 | $7,641,000 | +4.3% | 35,522 | -0.9% | 2.65% | -2.5% |
| Q2 2018 | $7,323,000 | +4.1% | 35,839 | -2.9% | 2.72% | +1.8% |
| Q1 2018 | $7,033,000 | -0.6% | 36,903 | -2.7% | 2.67% | +3.1% |
| Q4 2017 | $7,078,000 | +6.3% | 37,911 | +1.9% | 2.59% | -0.7% |
| Q3 2017 | $6,661,000 | +7.5% | 37,222 | +1.4% | 2.60% | +2.2% |
| Q2 2017 | $6,194,000 | +8.9% | 36,699 | +4.3% | 2.55% | +4.2% |
| Q1 2017 | $5,688,000 | +8.1% | 35,186 | +2.9% | 2.45% | +6.1% |
| Q4 2016 | $5,262,000 | +3.3% | 34,185 | -0.1% | 2.31% | -1.3% |
| Q3 2016 | $5,094,000 | +3.4% | 34,210 | -4.8% | 2.34% | -2.5% |
| Q2 2016 | $4,927,000 | -0.3% | 35,918 | -3.7% | 2.40% | -3.7% |
| Q1 2016 | $4,944,000 | -13.0% | 37,284 | -8.7% | 2.49% | -12.0% |
| Q4 2015 | $5,686,000 | +9.4% | 40,820 | +5.2% | 2.83% | -4.2% |
| Q3 2015 | $5,198,000 | -15.5% | 38,798 | -2.5% | 2.96% | -9.7% |
| Q2 2015 | $6,153,000 | +0.2% | 39,798 | -1.8% | 3.27% | -0.7% |
| Q1 2015 | $6,142,000 | -6.0% | 40,526 | -11.7% | 3.29% | -10.2% |
| Q4 2014 | $6,534,000 | +93.5% | 45,893 | +76.3% | 3.67% | +79.3% |
| Q3 2014 | $3,376,000 | -0.2% | 26,026 | +6.5% | 2.05% | +1.7% |
| Q2 2014 | $3,383,000 | +23.1% | 24,433 | +20.9% | 2.01% | +16.8% |
| Q1 2014 | $2,749,000 | +28.1% | 20,204 | +27.5% | 1.72% | +18.4% |
| Q4 2013 | $2,146,000 | +18.6% | 15,841 | +10.2% | 1.45% | +2.9% |
| Q3 2013 | $1,810,000 | +26.4% | 14,381 | +12.0% | 1.41% | +25.0% |
| Q2 2013 | $1,432,000 | – | 12,839 | – | 1.13% | – |
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% |