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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,977 | -7.6% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $15,131 | +7.0% | 62 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $14,143 | +5.7% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $13,376 | +2.9% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $13,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $13,000 | -18.8% | 62 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $16,000 | -11.1% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $18,000 | -41.9% | 62 | -41.0% | 0.00% | -50.0% |
Q3 2021 | $31,000 | -6.1% | 105 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $33,000 | +73.7% | 105 | +69.4% | 0.00% | +33.3% |
Q1 2021 | $19,000 | +5.6% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $18,000 | +28.6% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $14,000 | +7.7% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $13,000 | +30.0% | 62 | 0.0% | 0.00% | +50.0% |
Q1 2020 | $10,000 | -23.1% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $13,000 | -40.9% | 62 | -46.6% | 0.00% | -50.0% |
Q3 2019 | $22,000 | -4.3% | 116 | 0.0% | 0.00% | -20.0% |
Q2 2019 | $23,000 | 0.0% | 116 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $23,000 | +21.1% | 116 | +1.8% | 0.01% | +25.0% |
Q4 2018 | $19,000 | -45.7% | 114 | -33.7% | 0.00% | -42.9% |
Q2 2018 | $35,000 | +6.1% | 172 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $33,000 | +3.1% | 172 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $32,000 | +3.2% | 172 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $31,000 | +6.9% | 172 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $29,000 | +3.6% | 172 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $28,000 | +3.7% | 172 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $27,000 | +17.4% | 172 | +13.2% | 0.01% | +133.3% |
Q3 2016 | $23,000 | +155.6% | 152 | +145.2% | 0.00% | 0.0% |
Q2 2016 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $8,000 | -11.1% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $8,000 | -20.0% | 62 | 0.0% | 0.00% | -25.0% |
Q2 2015 | $10,000 | +11.1% | 62 | 0.0% | 0.00% | +33.3% |
Q1 2015 | $9,000 | 0.0% | 62 | 0.0% | 0.00% | -25.0% |
Q4 2014 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $8,000 | -27.3% | 62 | -25.3% | 0.00% | -20.0% |
Q2 2014 | $11,000 | 0.0% | 83 | 0.0% | 0.01% | -16.7% |
Q1 2014 | $11,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $11,000 | +10.0% | 83 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $10,000 | +11.1% | 83 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $9,000 | – | 83 | – | 0.01% | – |
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% |