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 | $266 | -7.6% | 1,188 | 0.0% | 0.20% | -5.6% |
Q2 2023 | $288 | +7.1% | 1,188 | 0.0% | 0.21% | +2.4% |
Q1 2023 | $269 | +3.9% | 1,188 | -2.1% | 0.21% | -3.7% |
Q4 2022 | $259 | -99.9% | 1,213 | +2.1% | 0.22% | +1.9% |
Q3 2022 | $245,000 | -8.9% | 1,188 | -8.9% | 0.21% | -2.8% |
Q2 2022 | $269,000 | -11.2% | 1,304 | +10.0% | 0.22% | 0.0% |
Q1 2022 | $303,000 | -21.1% | 1,185 | -9.1% | 0.22% | -15.5% |
Q4 2021 | $384,000 | +0.5% | 1,304 | 0.0% | 0.26% | -4.4% |
Q3 2021 | $382,000 | -5.9% | 1,304 | 0.0% | 0.27% | -1.1% |
Q2 2021 | $406,000 | +3.6% | 1,304 | 0.0% | 0.27% | -2.5% |
Q1 2021 | $392,000 | +4.8% | 1,304 | 0.0% | 0.28% | +2.9% |
Q4 2020 | $374,000 | +29.4% | 1,304 | 0.0% | 0.27% | +13.8% |
Q3 2020 | $289,000 | -5.2% | 1,304 | -11.8% | 0.24% | -9.8% |
Q2 2020 | $305,000 | +30.9% | 1,479 | 0.0% | 0.26% | +22.7% |
Q1 2020 | $233,000 | -48.7% | 1,479 | -30.2% | 0.22% | -33.3% |
Q4 2019 | $454,000 | +11.3% | 2,119 | 0.0% | 0.32% | +5.9% |
Q3 2019 | $408,000 | -4.2% | 2,119 | 0.0% | 0.31% | -3.5% |
Q2 2019 | $426,000 | +2.4% | 2,119 | 0.0% | 0.32% | +1.6% |
Q1 2019 | $416,000 | +16.9% | 2,119 | 0.0% | 0.31% | +5.1% |
Q4 2018 | $356,000 | -21.8% | 2,119 | 0.0% | 0.30% | -9.2% |
Q3 2018 | $455,000 | -1.5% | 2,119 | -6.2% | 0.33% | +4.5% |
Q2 2018 | $462,000 | +7.4% | 2,259 | 0.0% | 0.31% | +8.7% |
Q1 2018 | $430,000 | +2.1% | 2,259 | 0.0% | 0.29% | -2.0% |
Q4 2017 | $421,000 | +4.2% | 2,259 | 0.0% | 0.29% | -2.6% |
Q3 2017 | $404,000 | +6.0% | 2,259 | 0.0% | 0.30% | +0.7% |
Q2 2017 | $381,000 | -4.0% | 2,259 | -8.1% | 0.30% | -9.9% |
Q1 2017 | $397,000 | +2.1% | 2,459 | -2.8% | 0.33% | -5.4% |
Q4 2016 | $389,000 | +14.4% | 2,531 | +10.7% | 0.35% | +12.5% |
Q3 2016 | $340,000 | +8.6% | 2,286 | 0.0% | 0.31% | +3.6% |
Q2 2016 | $313,000 | +3.3% | 2,286 | 0.0% | 0.30% | -0.7% |
Q1 2016 | $303,000 | -6.5% | 2,286 | -1.6% | 0.30% | -13.6% |
Q4 2015 | $324,000 | – | 2,324 | – | 0.35% | – |
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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% |