ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 673 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $663,000 | +4.9% | 2,205 | 0.0% | 0.17% | -2.9% |
| Q4 2020 | $632,000 | +29.5% | 2,205 | 0.0% | 0.17% | +0.6% |
| Q3 2020 | $488,000 | +8.9% | 2,205 | +1.8% | 0.17% | +1.8% |
| Q2 2020 | $448,000 | +31.0% | 2,165 | 0.0% | 0.17% | +27.1% |
| Q1 2020 | $342,000 | -26.3% | 2,165 | 0.0% | 0.13% | -61.8% |
| Q4 2019 | $464,000 | +11.3% | 2,165 | 0.0% | 0.35% | +8.1% |
| Q3 2019 | $417,000 | -4.1% | 2,165 | 0.0% | 0.32% | -3.9% |
| Q2 2019 | $435,000 | +2.1% | 2,165 | 0.0% | 0.34% | -11.4% |
| Q1 2019 | $426,000 | +17.0% | 2,165 | 0.0% | 0.38% | +3.8% |
| Q4 2018 | $364,000 | +9.3% | 2,165 | -1.6% | 0.36% | +2.2% |
| Q1 2015 | $333,000 | – | 2,200 | – | 0.36% | – |
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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% |