ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,272,038 | -0.3% | 5,674 | +7.9% | 0.02% | 0.0% |
| Q2 2023 | $1,275,649 | -68.0% | 5,257 | -71.7% | 0.02% | -72.0% |
| Q4 2022 | $3,989,623 | -12.4% | 18,597 | -15.6% | 0.08% | -18.8% |
| Q3 2022 | $4,553,000 | -22.7% | 22,041 | -22.8% | 0.10% | -17.9% |
| Q2 2022 | $5,889,000 | +31.9% | 28,543 | +63.5% | 0.12% | +57.7% |
| Q1 2022 | $4,464,000 | +63.9% | 17,456 | +87.8% | 0.08% | +59.2% |
| Q4 2021 | $2,724,000 | +48.6% | 9,296 | +48.9% | 0.05% | +48.5% |
| Q3 2021 | $1,833,000 | +29.4% | 6,243 | +37.4% | 0.03% | +22.2% |
| Q2 2021 | $1,416,000 | -29.0% | 4,544 | -49.5% | 0.03% | -55.7% |
| Q3 2020 | $1,994,000 | +452.4% | 9,002 | +434.2% | 0.06% | +510.0% |
| Q4 2019 | $361,000 | -28.1% | 1,685 | -35.3% | 0.01% | -44.4% |
| Q3 2019 | $502,000 | +27.7% | 2,603 | +30.4% | 0.02% | +5.9% |
| Q1 2019 | $393,000 | -77.4% | 1,996 | -80.7% | 0.02% | -77.9% |
| Q4 2018 | $1,739,000 | +3.6% | 10,349 | +32.6% | 0.08% | +16.7% |
| Q3 2018 | $1,678,000 | +6.5% | 7,802 | +1.2% | 0.07% | -4.3% |
| Q2 2018 | $1,575,000 | +1.6% | 7,709 | -5.2% | 0.07% | -8.0% |
| Q1 2018 | $1,550,000 | -11.2% | 8,133 | -13.0% | 0.08% | -13.8% |
| Q4 2017 | $1,746,000 | +256.3% | 9,352 | +241.3% | 0.09% | +222.2% |
| Q3 2017 | $490,000 | +40.8% | 2,740 | +33.0% | 0.03% | +28.6% |
| Q2 2017 | $348,000 | +26.1% | 2,060 | +20.8% | 0.02% | +16.7% |
| Q1 2017 | $276,000 | -54.2% | 1,706 | -56.4% | 0.02% | -60.9% |
| Q4 2016 | $603,000 | +135.5% | 3,914 | +127.8% | 0.05% | +91.7% |
| Q3 2016 | $256,000 | -44.7% | 1,718 | -48.4% | 0.02% | -52.0% |
| Q2 2016 | $463,000 | – | 3,329 | – | 0.05% | – |
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% |