ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 824 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,380 | -7.6% | 140 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $33,971 | +7.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $31,754 | +5.7% | 140 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $30,032 | +3.6% | 140 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $29,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -19.4% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $36,000 | -12.2% | 140 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $41,000 | 0.0% | 140 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $41,000 | -38.8% | 140 | -34.9% | 0.01% | -38.1% |
| Q2 2021 | $67,000 | +3.1% | 215 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $65,000 | +4.8% | 215 | 0.0% | 0.02% | +4.8% |
| Q4 2020 | $62,000 | +29.2% | 215 | 0.0% | 0.02% | +10.5% |
| Q3 2020 | $48,000 | +9.1% | 215 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $44,000 | +29.4% | 215 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $34,000 | -26.1% | 215 | 0.0% | 0.02% | -10.5% |
| Q4 2019 | $46,000 | +12.2% | 215 | 0.0% | 0.02% | +5.6% |
| Q3 2019 | $41,000 | -4.7% | 215 | 0.0% | 0.02% | -10.0% |
| Q2 2019 | $43,000 | +2.4% | 215 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $42,000 | +16.7% | 215 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $36,000 | -21.7% | 215 | 0.0% | 0.02% | -9.5% |
| Q3 2018 | $46,000 | +4.5% | 215 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $44,000 | +7.3% | 215 | 0.0% | 0.02% | +10.0% |
| Q1 2018 | $41,000 | +2.5% | 215 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $40,000 | -14.9% | 215 | -18.9% | 0.02% | -16.7% |
| Q3 2017 | $47,000 | +4.4% | 265 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $45,000 | +4.7% | 265 | 0.0% | 0.02% | -4.0% |
| Q1 2017 | $43,000 | +4.9% | 265 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $41,000 | – | 265 | – | 0.02% | – |
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% |