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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $939,000 | +16.4% | 3,012 | +12.2% | 0.12% | +6.8% |
| Q1 2021 | $807,000 | -47.2% | 2,684 | -49.6% | 0.12% | -51.2% |
| Q4 2020 | $1,528,000 | +252.9% | 5,328 | +172.8% | 0.24% | +200.0% |
| Q3 2020 | $433,000 | +8.0% | 1,953 | +0.7% | 0.08% | +1.3% |
| Q2 2020 | $401,000 | +20.1% | 1,940 | -8.1% | 0.08% | -4.8% |
| Q1 2020 | $334,000 | -34.0% | 2,112 | -10.6% | 0.08% | -15.3% |
| Q4 2019 | $506,000 | +7.0% | 2,362 | -3.8% | 0.10% | -5.8% |
| Q3 2019 | $473,000 | -2.7% | 2,456 | +1.4% | 0.10% | -7.1% |
| Q2 2019 | $486,000 | -3.8% | 2,421 | -5.7% | 0.11% | -5.9% |
| Q1 2019 | $505,000 | +19.4% | 2,566 | +1.8% | 0.12% | +3.5% |
| Q4 2018 | $423,000 | -17.4% | 2,521 | +5.9% | 0.12% | -5.0% |
| Q3 2018 | $512,000 | +8.5% | 2,381 | +3.1% | 0.12% | -3.2% |
| Q2 2018 | $472,000 | +15.1% | 2,310 | +7.4% | 0.12% | +3.3% |
| Q1 2018 | $410,000 | +5.9% | 2,150 | +3.9% | 0.12% | +16.3% |
| Q4 2017 | $387,000 | -5.1% | 2,070 | -9.2% | 0.10% | -55.0% |
| Q3 2017 | $408,000 | – | 2,280 | – | 0.23% | – |
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% |