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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $213,000 | 0.0% | 726 | 0.0% | 0.04% | -9.8% |
| Q3 2021 | $213,000 | -5.8% | 726 | 0.0% | 0.04% | -6.8% |
| Q2 2021 | $226,000 | +3.7% | 726 | 0.0% | 0.04% | -6.4% |
| Q1 2021 | $218,000 | -6.4% | 726 | -10.5% | 0.05% | -13.0% |
| Q4 2020 | $233,000 | +8.4% | 811 | -16.6% | 0.05% | -6.9% |
| Q3 2020 | $215,000 | +7.0% | 972 | 0.0% | 0.06% | +3.6% |
| Q2 2020 | $201,000 | -11.5% | 972 | -8.0% | 0.06% | -11.1% |
| Q4 2019 | $227,000 | +11.8% | 1,057 | +4.4% | 0.06% | +3.3% |
| Q2 2019 | $203,000 | -4.2% | 1,012 | -6.1% | 0.06% | -7.6% |
| Q1 2019 | $212,000 | -8.6% | 1,078 | 0.0% | 0.07% | -8.3% |
| Q3 2018 | $232,000 | -13.1% | 1,078 | -17.6% | 0.07% | -16.3% |
| Q2 2018 | $267,000 | +7.2% | 1,308 | 0.0% | 0.09% | +4.9% |
| Q1 2018 | $249,000 | -8.5% | 1,308 | -10.2% | 0.08% | -7.9% |
| Q4 2017 | $272,000 | – | 1,457 | – | 0.09% | – |
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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% |