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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $140,000 | +42.9% | 465 | -25.0% | 0.01% | +7.7% |
| Q1 2020 | $98,000 | -20.3% | 620 | +8.0% | 0.01% | -13.3% |
| Q4 2019 | $123,000 | +10.8% | 574 | 0.0% | 0.02% | +7.1% |
| Q3 2019 | $111,000 | -3.5% | 574 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $115,000 | +1.8% | 574 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $113,000 | +17.7% | 574 | 0.0% | 0.02% | +6.7% |
| Q4 2018 | $96,000 | -22.0% | 574 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $123,000 | +5.1% | 574 | 0.0% | 0.01% | +7.7% |
| Q2 2018 | $117,000 | +7.3% | 574 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $109,000 | -5.2% | 574 | -7.0% | 0.01% | -7.7% |
| Q4 2017 | $115,000 | +4.5% | 617 | 0.0% | 0.01% | +8.3% |
| Q3 2017 | $110,000 | +5.8% | 617 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $104,000 | +4.0% | 617 | 0.0% | 0.01% | +9.1% |
| Q1 2017 | $100,000 | -6.5% | 617 | -11.2% | 0.01% | -8.3% |
| Q4 2016 | $107,000 | -13.7% | 695 | -16.6% | 0.01% | -14.3% |
| Q3 2016 | $124,000 | +4.2% | 833 | -3.9% | 0.01% | 0.0% |
| Q2 2016 | $119,000 | +3.5% | 867 | 0.0% | 0.01% | +7.7% |
| Q1 2016 | $115,000 | -17.3% | 867 | -13.1% | 0.01% | -23.5% |
| Q4 2015 | $139,000 | +3.7% | 998 | 0.0% | 0.02% | +6.2% |
| Q3 2015 | $134,000 | -13.0% | 998 | 0.0% | 0.02% | -11.1% |
| Q2 2015 | $154,000 | -10.5% | 998 | -12.1% | 0.02% | -10.0% |
| Q1 2015 | $172,000 | +28.4% | 1,136 | +20.5% | 0.02% | +11.1% |
| Q4 2014 | $134,000 | +9.8% | 943 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $122,000 | -6.9% | 943 | 0.0% | 0.02% | -5.3% |
| Q2 2014 | $131,000 | -20.1% | 943 | -21.9% | 0.02% | -26.9% |
| Q1 2014 | $164,000 | 0.0% | 1,207 | 0.0% | 0.03% | -3.7% |
| Q4 2013 | $164,000 | +6.5% | 1,207 | -1.3% | 0.03% | +3.8% |
| Q3 2013 | $154,000 | +13.2% | 1,223 | 0.0% | 0.03% | +4.0% |
| Q2 2013 | $136,000 | – | 1,223 | – | 0.02% | – |
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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% |