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 | $258,023 | -7.5% | 1,150 | 0.0% | 0.06% | -12.5% |
| Q2 2023 | $279,059 | +7.0% | 1,150 | 0.0% | 0.07% | -2.7% |
| Q1 2023 | $260,843 | +5.7% | 1,150 | 0.0% | 0.07% | +2.8% |
| Q4 2022 | $246,698 | +3.7% | 1,150 | 0.0% | 0.07% | +2.9% |
| Q3 2022 | $238,000 | +0.4% | 1,150 | 0.0% | 0.07% | +7.7% |
| Q2 2022 | $237,000 | -19.4% | 1,150 | 0.0% | 0.06% | +12.1% |
| Q1 2022 | $294,000 | -16.0% | 1,150 | -3.8% | 0.06% | -10.8% |
| Q4 2021 | $350,000 | -2.0% | 1,195 | -1.6% | 0.06% | -8.5% |
| Q3 2021 | $357,000 | -5.8% | 1,215 | 0.0% | 0.07% | -7.8% |
| Q2 2021 | $379,000 | -4.5% | 1,215 | -8.0% | 0.08% | -9.4% |
| Q1 2021 | $397,000 | +5.0% | 1,320 | 0.0% | 0.08% | +4.9% |
| Q4 2020 | $378,000 | – | 1,320 | – | 0.08% | – |
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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% |