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 | $537,262 | -32.9% | 2,522 | -24.9% | 0.01% | -25.0% |
| Q2 2023 | $800,395 | -14.6% | 3,360 | -18.1% | 0.02% | -11.1% |
| Q1 2023 | $936,799 | +34.5% | 4,103 | +28.2% | 0.02% | +28.6% |
| Q4 2022 | $696,408 | -30.1% | 3,200 | -33.3% | 0.01% | -39.1% |
| Q3 2022 | $997,000 | +34.2% | 4,795 | +39.7% | 0.02% | +43.8% |
| Q2 2022 | $743,000 | -31.3% | 3,433 | -22.6% | 0.02% | -23.8% |
| Q1 2022 | $1,081,000 | -45.4% | 4,433 | -38.1% | 0.02% | -38.2% |
| Q4 2021 | $1,979,000 | +17.6% | 7,166 | +26.5% | 0.03% | +13.3% |
| Q3 2021 | $1,683,000 | +29.7% | 5,663 | +32.0% | 0.03% | +30.4% |
| Q2 2021 | $1,298,000 | -17.0% | 4,291 | -17.4% | 0.02% | -61.7% |
| Q1 2021 | $1,563,000 | -80.5% | 5,197 | -81.4% | 0.06% | -81.1% |
| Q4 2020 | $7,999,000 | +709.6% | 27,901 | +525.7% | 0.32% | +591.3% |
| Q3 2020 | $988,000 | -75.3% | 4,459 | -76.9% | 0.05% | -81.5% |
| Q2 2020 | $3,997,000 | -8.0% | 19,321 | -29.6% | 0.25% | -0.4% |
| Q1 2020 | $4,343,000 | -27.5% | 27,457 | -1.8% | 0.25% | -17.8% |
| Q4 2019 | $5,991,000 | +13.8% | 27,965 | +2.4% | 0.30% | +6.3% |
| Q3 2019 | $5,265,000 | -3.2% | 27,317 | +0.9% | 0.29% | -8.9% |
| Q2 2019 | $5,439,000 | +10.4% | 27,076 | +8.1% | 0.31% | -1.9% |
| Q1 2019 | $4,925,000 | +23.9% | 25,045 | +5.8% | 0.32% | +6.0% |
| Q4 2018 | $3,976,000 | -22.9% | 23,664 | -1.4% | 0.30% | -23.0% |
| Q3 2018 | $5,160,000 | +64.4% | 23,992 | +56.2% | 0.39% | +43.6% |
| Q2 2018 | $3,139,000 | +17.8% | 15,361 | +9.9% | 0.27% | +12.8% |
| Q1 2018 | $2,664,000 | -3.7% | 13,981 | -5.6% | 0.24% | -2.4% |
| Q4 2017 | $2,766,000 | +46.3% | 14,813 | +40.2% | 0.25% | +45.0% |
| Q3 2017 | $1,891,000 | +38.8% | 10,566 | +30.9% | 0.17% | +31.5% |
| Q2 2017 | $1,362,000 | +86.1% | 8,071 | +78.2% | 0.13% | +75.7% |
| Q1 2017 | $732,000 | +149.8% | 4,529 | +137.7% | 0.07% | +131.2% |
| Q4 2016 | $293,000 | – | 1,905 | – | 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% |