ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 819 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $233,000 | -27.0% | 794 | -26.8% | 0.02% | -25.0% |
| Q3 2021 | $319,000 | -37.3% | 1,085 | -33.6% | 0.02% | -33.3% |
| Q2 2021 | $509,000 | +149.5% | 1,633 | +140.5% | 0.03% | +172.7% |
| Q1 2021 | $204,000 | -25.3% | 679 | -60.7% | 0.01% | -56.0% |
| Q1 2020 | $273,000 | +17.2% | 1,729 | +58.6% | 0.02% | +108.3% |
| Q4 2019 | $233,000 | -87.4% | 1,090 | -90.1% | 0.01% | -96.3% |
| Q4 2018 | $1,853,000 | +588.8% | 11,031 | +432.1% | 0.32% | +38.3% |
| Q3 2014 | $269,000 | -19.2% | 2,073 | -13.9% | 0.24% | +10.8% |
| Q2 2014 | $333,000 | – | 2,409 | – | 0.21% | – |
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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% |