ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 807 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 2024 | $215,683 | +4.7% | 764 | -7.4% | 0.08% | -3.4% |
| Q1 2024 | $206,040 | -9.6% | 825 | -11.2% | 0.09% | -8.4% |
| Q4 2023 | $227,947 | -0.4% | 929 | +0.1% | 0.10% | -5.9% |
| Q2 2023 | $228,784 | +9.2% | 928 | 0.0% | 0.10% | +5.2% |
| Q1 2023 | $209,471 | -9.8% | 928 | -6.5% | 0.10% | -5.9% |
| Q4 2022 | $232,352 | +9.6% | 992 | 0.0% | 0.10% | +2.0% |
| Q3 2022 | $212,000 | -0.9% | 992 | +0.2% | 0.10% | +2.0% |
| Q2 2022 | $214,000 | -12.7% | 990 | -0.8% | 0.10% | -2.0% |
| Q1 2022 | $245,000 | -7.9% | 998 | -7.0% | 0.10% | -10.7% |
| Q4 2021 | $266,000 | -24.0% | 1,073 | +0.3% | 0.11% | -20.6% |
| Q3 2021 | $350,000 | +7.0% | 1,070 | -5.1% | 0.14% | 0.0% |
| Q2 2021 | $327,000 | -20.4% | 1,127 | -14.1% | 0.14% | -23.0% |
| Q1 2021 | $411,000 | +0.2% | 1,312 | +0.2% | 0.18% | -9.4% |
| Q4 2020 | $410,000 | +9.0% | 1,310 | -12.8% | 0.20% | +2.5% |
| Q3 2020 | $376,000 | +14.6% | 1,502 | -1.4% | 0.20% | +5.3% |
| Q2 2020 | $328,000 | +14.7% | 1,523 | +0.7% | 0.19% | +6.2% |
| Q1 2020 | $286,000 | -11.2% | 1,512 | +1.0% | 0.18% | -2.8% |
| Q4 2019 | $322,000 | – | 1,497 | – | 0.18% | – |
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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% |