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 | $299 | -7.7% | 1,336 | 0.0% | 0.05% | -4.2% |
Q2 2023 | $324 | +6.9% | 1,336 | 0.0% | 0.05% | -4.0% |
Q1 2023 | $303 | +5.6% | 1,336 | 0.0% | 0.05% | 0.0% |
Q4 2022 | $287 | -99.9% | 1,336 | 0.0% | 0.05% | -7.4% |
Q3 2022 | $276,000 | -4.2% | 1,336 | -4.4% | 0.05% | 0.0% |
Q2 2022 | $288,000 | -19.3% | 1,398 | 0.0% | 0.05% | -8.5% |
Q1 2022 | $357,000 | -12.9% | 1,398 | 0.0% | 0.06% | -10.6% |
Q4 2021 | $410,000 | +44.4% | 1,398 | +44.4% | 0.07% | +29.4% |
Q3 2021 | $284,000 | -34.9% | 968 | -30.8% | 0.05% | -34.6% |
Q2 2021 | $436,000 | +3.8% | 1,398 | 0.0% | 0.08% | +1.3% |
Q1 2021 | $420,000 | +4.7% | 1,398 | 0.0% | 0.08% | -13.5% |
Q4 2020 | $401,000 | +29.4% | 1,398 | 0.0% | 0.09% | +15.6% |
Q3 2020 | $310,000 | +13.1% | 1,398 | -1.2% | 0.08% | +6.9% |
Q2 2020 | $274,000 | +2.2% | 1,415 | -37.3% | 0.07% | -14.3% |
Q1 2020 | $268,000 | -23.4% | 2,258 | +38.3% | 0.08% | -5.6% |
Q4 2019 | $350,000 | -3.8% | 1,633 | -61.7% | 0.09% | -11.9% |
Q3 2019 | $364,000 | -18.0% | 4,261 | +92.6% | 0.10% | -19.2% |
Q2 2019 | $444,000 | +11.6% | 2,212 | +9.4% | 0.12% | +15.7% |
Q1 2019 | $398,000 | +12.7% | 2,022 | -3.7% | 0.11% | +3.8% |
Q4 2018 | $353,000 | -21.7% | 2,099 | 0.0% | 0.10% | -18.1% |
Q3 2018 | $451,000 | +43.6% | 2,099 | +36.5% | 0.13% | +29.6% |
Q2 2018 | $314,000 | +7.2% | 1,538 | 0.0% | 0.10% | +3.2% |
Q1 2018 | $293,000 | +2.1% | 1,538 | 0.0% | 0.10% | 0.0% |
Q4 2017 | $287,000 | +4.4% | 1,538 | 0.0% | 0.10% | -1.0% |
Q3 2017 | $275,000 | +5.8% | 1,538 | 0.0% | 0.10% | 0.0% |
Q2 2017 | $260,000 | +4.4% | 1,538 | 0.0% | 0.10% | 0.0% |
Q1 2017 | $249,000 | +5.1% | 1,538 | 0.0% | 0.10% | -2.0% |
Q4 2016 | $237,000 | +3.5% | 1,538 | 0.0% | 0.10% | -3.0% |
Q3 2016 | $229,000 | +16.2% | 1,538 | +7.0% | 0.10% | +8.6% |
Q2 2016 | $197,000 | +3.1% | 1,438 | 0.0% | 0.09% | -2.1% |
Q1 2016 | $191,000 | -4.5% | 1,438 | 0.0% | 0.10% | -8.7% |
Q4 2015 | $200,000 | +3.6% | 1,438 | 0.0% | 0.10% | -1.9% |
Q3 2015 | $193,000 | -13.1% | 1,438 | 0.0% | 0.11% | -7.8% |
Q2 2015 | $222,000 | +1.8% | 1,438 | 0.0% | 0.12% | +1.8% |
Q1 2015 | $218,000 | +6.3% | 1,438 | 0.0% | 0.11% | +0.9% |
Q4 2014 | $205,000 | +10.2% | 1,438 | +0.1% | 0.11% | +5.7% |
Q3 2014 | $186,000 | -6.5% | 1,437 | -0.1% | 0.11% | -5.4% |
Q2 2014 | $199,000 | +1.5% | 1,438 | 0.0% | 0.11% | -2.6% |
Q1 2014 | $196,000 | +0.5% | 1,438 | 0.0% | 0.12% | -10.9% |
Q4 2013 | $195,000 | – | 1,438 | – | 0.13% | – |
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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% |