ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $280,000 | -26.1% | 1,358 | -8.3% | 0.06% | -20.8% |
| Q1 2022 | $379,000 | -12.7% | 1,481 | +0.1% | 0.07% | +16.1% |
| Q4 2021 | $434,000 | +1.2% | 1,480 | +7.5% | 0.06% | +14.8% |
| Q2 2021 | $429,000 | -4.0% | 1,377 | -7.3% | 0.05% | -8.5% |
| Q1 2021 | $447,000 | +4.9% | 1,486 | +0.1% | 0.06% | 0.0% |
| Q4 2020 | $426,000 | +29.5% | 1,485 | +0.1% | 0.06% | +18.0% |
| Q3 2020 | $329,000 | +7.2% | 1,483 | +0.1% | 0.05% | 0.0% |
| Q2 2020 | $307,000 | +40.8% | 1,482 | +7.4% | 0.05% | +22.0% |
| Q1 2020 | $218,000 | -26.1% | 1,380 | +0.1% | 0.04% | -6.8% |
| Q4 2019 | $295,000 | -6.3% | 1,378 | -40.0% | 0.04% | -37.1% |
| Q2 2016 | $315,000 | +10.9% | 2,295 | +7.2% | 0.07% | +9.4% |
| Q1 2016 | $284,000 | +10.1% | 2,140 | +15.4% | 0.06% | +10.3% |
| Q4 2015 | $258,000 | -0.4% | 1,854 | -4.1% | 0.06% | -17.1% |
| Q3 2015 | $259,000 | -41.8% | 1,934 | -32.8% | 0.07% | -36.9% |
| Q2 2015 | $445,000 | -0.9% | 2,876 | -2.8% | 0.11% | -6.7% |
| Q1 2015 | $449,000 | -0.2% | 2,960 | -6.3% | 0.12% | -1.7% |
| Q4 2014 | $450,000 | +72.4% | 3,158 | +57.1% | 0.12% | +63.5% |
| Q3 2014 | $261,000 | -3.7% | 2,010 | +2.8% | 0.07% | +45.1% |
| Q2 2014 | $271,000 | +21.0% | 1,956 | +18.6% | 0.05% | -22.7% |
| Q1 2014 | $224,000 | +0.4% | 1,649 | 0.0% | 0.07% | +15.8% |
| Q4 2013 | $223,000 | – | 1,649 | – | 0.06% | – |
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% |