ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,501 | -7.6% | 1,470 | 0.0% | 0.06% | -13.9% |
| Q2 2023 | $356,710 | +0.6% | 1,470 | -6.0% | 0.07% | -8.9% |
| Q1 2023 | $354,746 | +57.0% | 1,564 | +103.1% | 0.08% | +46.3% |
| Q4 2021 | $226,000 | 0.0% | 770 | 0.0% | 0.05% | -14.3% |
| Q3 2021 | $226,000 | -5.8% | 770 | 0.0% | 0.06% | -30.0% |
| Q2 2021 | $240,000 | +3.4% | 770 | 0.0% | 0.09% | +18.4% |
| Q1 2021 | $232,000 | +5.0% | 770 | 0.0% | 0.08% | -3.8% |
| Q4 2020 | $221,000 | -21.1% | 770 | -57.6% | 0.08% | -54.3% |
| Q4 2016 | $280,000 | +5.7% | 1,816 | -5.9% | 0.17% | +4.8% |
| Q2 2016 | $265,000 | +7.3% | 1,930 | +3.8% | 0.16% | +6.5% |
| Q1 2016 | $247,000 | -19.5% | 1,860 | -15.6% | 0.16% | -20.9% |
| Q4 2015 | $307,000 | +4.1% | 2,205 | 0.0% | 0.20% | 0.0% |
| Q3 2015 | $295,000 | -15.0% | 2,205 | -4.3% | 0.20% | -10.5% |
| Q2 2015 | $347,000 | -0.6% | 2,305 | 0.0% | 0.22% | -0.9% |
| Q1 2015 | $349,000 | +6.4% | 2,305 | 0.0% | 0.22% | +13.3% |
| Q4 2014 | $328,000 | – | 2,305 | – | 0.20% | – |
Download | ||||||
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% |