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 | $663 | +7.1% | 2,960 | +16.1% | 0.00% | 0.0% |
| Q2 2023 | $619 | +47.0% | 2,550 | +37.4% | 0.00% | +100.0% |
| Q1 2023 | $421 | +5.0% | 1,856 | -0.7% | 0.00% | 0.0% |
| Q4 2022 | $401 | -99.9% | 1,869 | -28.1% | 0.00% | -50.0% |
| Q3 2022 | $536,000 | 0.0% | 2,598 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $536,000 | +27.3% | 2,598 | +57.7% | 0.00% | +100.0% |
| Q1 2022 | $421,000 | +5.2% | 1,647 | +20.7% | 0.00% | 0.0% |
| Q4 2021 | $400,000 | +38.9% | 1,364 | +38.9% | 0.00% | 0.0% |
| Q3 2021 | $288,000 | -11.1% | 982 | -5.7% | 0.00% | 0.0% |
| Q2 2021 | $324,000 | -4.4% | 1,041 | -7.5% | 0.00% | 0.0% |
| Q1 2021 | $339,000 | -2.6% | 1,126 | -7.2% | 0.00% | 0.0% |
| Q4 2020 | $348,000 | +4.5% | 1,214 | -19.2% | 0.00% | -50.0% |
| Q3 2020 | $333,000 | -0.3% | 1,503 | -7.0% | 0.00% | 0.0% |
| Q2 2020 | $334,000 | +17.6% | 1,616 | -10.0% | 0.00% | 0.0% |
| Q1 2020 | $284,000 | – | 1,795 | – | 0.00% | – |
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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% |