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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $504,692 | +12.4% | 2,001 | -0.1% | 0.05% | 0.0% |
| Q3 2023 | $449,197 | -7.5% | 2,004 | +0.1% | 0.05% | -24.6% |
| Q2 2023 | $485,563 | +41.8% | 2,001 | +32.5% | 0.07% | +76.9% |
| Q1 2023 | $342,498 | -29.4% | 1,510 | -25.9% | 0.04% | +14.7% |
| Q4 2022 | $484,969 | +47.9% | 2,037 | +57.4% | 0.03% | +54.5% |
| Q4 2021 | $328,000 | +13.9% | 1,294 | +33.7% | 0.02% | +15.8% |
| Q3 2021 | $288,000 | -0.3% | 968 | +1.0% | 0.02% | -5.0% |
| Q2 2021 | $289,000 | +1.0% | 958 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $286,000 | -6.5% | 958 | +0.4% | 0.02% | -15.4% |
| Q4 2020 | $306,000 | +50.7% | 954 | +16.3% | 0.03% | +30.0% |
| Q3 2020 | $203,000 | – | 820 | – | 0.02% | – |
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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% |