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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $276,494 | -9.9% | 1,219 | -14.8% | 0.17% | -14.9% |
| Q4 2022 | $306,978 | -1.0% | 1,431 | -1.4% | 0.20% | -1.9% |
| Q3 2022 | $310,000 | -10.1% | 1,451 | -4.2% | 0.21% | -3.3% |
| Q2 2022 | $345,000 | – | 1,515 | – | 0.21% | – |
| Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $16,000 | +14.3% | 70 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $14,000 | +27.3% | 70 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $11,000 | -26.7% | 70 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $15,000 | +15.4% | 70 | 0.0% | 0.01% | -18.8% |
| Q3 2019 | $13,000 | +333.3% | 70 | +366.7% | 0.02% | +300.0% |
| Q2 2019 | $3,000 | – | 15 | – | 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% |