ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 810 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,472,543 | +9279.9% | 158,254 | +10057.5% | 0.12% | +2825.0% |
| Q2 2023 | $378,176 | +49.3% | 1,558 | +39.5% | 0.00% | +33.3% |
| Q1 2023 | $253,358 | -99.0% | 1,117 | -99.0% | 0.00% | -99.1% |
| Q4 2022 | $25,843,304 | +5.0% | 112,182 | -3.8% | 0.33% | -5.7% |
| Q3 2022 | $24,622,000 | -3.2% | 116,626 | -0.8% | 0.35% | -0.8% |
| Q2 2022 | $25,423,000 | -13.3% | 117,530 | +4.6% | 0.36% | -10.1% |
| Q1 2022 | $29,323,000 | +11.9% | 112,350 | +8.1% | 0.40% | +5.1% |
| Q4 2021 | $26,200,000 | -16.8% | 103,953 | +0.7% | 0.38% | -19.0% |
| Q3 2021 | $31,496,000 | +5.3% | 103,206 | +1.2% | 0.46% | -3.7% |
| Q2 2021 | $29,907,000 | +10.4% | 102,032 | +15.3% | 0.48% | -2.0% |
| Q1 2021 | $27,090,000 | – | 88,491 | – | 0.49% | – |
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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% |