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 | $662,140 | -7.8% | 2,954 | -0.1% | 0.06% | -4.6% |
Q2 2023 | $717,789 | +7.9% | 2,958 | +0.9% | 0.06% | +3.2% |
Q1 2023 | $665,264 | +4.8% | 2,933 | -0.9% | 0.06% | +1.6% |
Q4 2022 | $634,979 | +4.8% | 2,960 | +0.9% | 0.06% | -6.1% |
Q3 2022 | $606,000 | -0.7% | 2,933 | -0.8% | 0.07% | +3.1% |
Q2 2022 | $610,000 | -19.3% | 2,956 | 0.0% | 0.06% | -9.9% |
Q1 2022 | $756,000 | -19.9% | 2,956 | -8.3% | 0.07% | -20.2% |
Q4 2021 | $944,000 | +4.0% | 3,222 | +4.1% | 0.09% | -4.3% |
Q3 2021 | $908,000 | +1.1% | 3,094 | +7.4% | 0.09% | -30.6% |
Q2 2021 | $898,000 | -1.3% | 2,882 | -4.8% | 0.13% | -28.0% |
Q1 2021 | $910,000 | +4.8% | 3,027 | 0.0% | 0.19% | +2.2% |
Q4 2020 | $868,000 | +29.4% | 3,027 | 0.0% | 0.18% | +13.8% |
Q3 2020 | $671,000 | +7.2% | 3,027 | 0.0% | 0.16% | -1.2% |
Q2 2020 | $626,000 | +30.7% | 3,027 | 0.0% | 0.16% | +12.5% |
Q1 2020 | $479,000 | -23.6% | 3,027 | +3.5% | 0.14% | -6.5% |
Q4 2019 | $627,000 | +10.8% | 2,925 | -0.5% | 0.15% | +6.9% |
Q3 2019 | $566,000 | -4.1% | 2,939 | 0.0% | 0.14% | -3.4% |
Q2 2019 | $590,000 | -1.3% | 2,939 | -3.3% | 0.15% | -4.5% |
Q1 2019 | $598,000 | +17.0% | 3,040 | 0.0% | 0.16% | +13.9% |
Q4 2018 | $511,000 | -26.5% | 3,040 | -5.9% | 0.14% | -23.5% |
Q3 2018 | $695,000 | +0.7% | 3,232 | -4.3% | 0.18% | -1.6% |
Q2 2018 | $690,000 | +4.5% | 3,378 | -2.4% | 0.18% | +4.6% |
Q1 2018 | $660,000 | +2.2% | 3,462 | 0.0% | 0.17% | +10.1% |
Q4 2017 | $646,000 | +6.1% | 3,462 | +1.7% | 0.16% | +0.6% |
Q3 2017 | $609,000 | +266.9% | 3,404 | +245.9% | 0.16% | +241.3% |
Q2 2017 | $166,000 | +36.1% | 984 | +24.2% | 0.05% | +39.4% |
Q1 2017 | $122,000 | 0.0% | 792 | 0.0% | 0.03% | 0.0% |
Q4 2016 | $122,000 | +3.4% | 792 | 0.0% | 0.03% | -2.9% |
Q3 2016 | $118,000 | +8.3% | 792 | 0.0% | 0.03% | +13.3% |
Q2 2016 | $109,000 | +3.8% | 792 | 0.0% | 0.03% | -3.2% |
Q1 2016 | $105,000 | -4.5% | 792 | 0.0% | 0.03% | -3.1% |
Q4 2015 | $110,000 | – | 792 | – | 0.03% | – |
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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% |