ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 810 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,612,204 | -8.7% | 7,189 | -1.1% | 0.06% | -8.8% |
| Q2 2023 | $1,765,472 | +44.8% | 7,272 | +35.4% | 0.07% | +36.0% |
| Q1 2023 | $1,218,993 | +32.5% | 5,371 | +25.2% | 0.05% | +8.7% |
| Q4 2022 | $920,137 | +11.1% | 4,289 | +7.1% | 0.05% | +7.0% |
| Q3 2022 | $828,000 | -1.2% | 4,003 | -1.3% | 0.04% | 0.0% |
| Q2 2022 | $838,000 | -18.1% | 4,057 | +1.6% | 0.04% | 0.0% |
| Q1 2022 | $1,023,000 | -15.8% | 3,995 | -3.6% | 0.04% | -18.9% |
| Q4 2021 | $1,215,000 | +93.8% | 4,146 | +94.3% | 0.05% | +71.0% |
| Q3 2021 | $627,000 | -5.4% | 2,134 | +0.5% | 0.03% | -6.1% |
| Q2 2021 | $663,000 | +11.1% | 2,124 | +7.3% | 0.03% | -5.7% |
| Q1 2021 | $597,000 | +1.2% | 1,980 | -3.7% | 0.04% | -14.6% |
| Q4 2020 | $590,000 | +7.7% | 2,056 | -22.4% | 0.04% | -16.3% |
| Q2 2020 | $548,000 | +26.3% | 2,649 | -3.4% | 0.05% | +6.5% |
| Q1 2020 | $434,000 | -26.8% | 2,743 | -0.9% | 0.05% | 0.0% |
| Q4 2019 | $593,000 | +103.8% | 2,767 | +83.4% | 0.05% | +53.3% |
| Q3 2019 | $291,000 | +7.0% | 1,509 | -5.7% | 0.03% | -45.5% |
| Q4 2018 | $272,000 | -63.6% | 1,600 | -55.9% | 0.06% | -60.4% |
| Q3 2018 | $748,000 | +42.5% | 3,631 | +43.5% | 0.14% | +95.8% |
| Q2 2018 | $525,000 | +125.3% | 2,530 | +107.2% | 0.07% | +115.2% |
| Q1 2018 | $233,000 | – | 1,221 | – | 0.03% | – |
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% |