ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 824 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $245,815 | -27.9% | 1,013 | -32.6% | 0.12% | -32.2% |
| Q1 2023 | $341,137 | +140865.7% | 1,504 | +33.6% | 0.17% | +37.9% |
| Q4 2022 | $242 | -99.9% | 1,126 | +1.2% | 0.12% | -1.6% |
| Q3 2022 | $230,000 | -16.1% | 1,113 | +3.7% | 0.13% | -1.6% |
| Q1 2022 | $274,000 | -9.3% | 1,073 | +4.4% | 0.13% | -6.6% |
| Q3 2021 | $302,000 | +33.0% | 1,028 | +41.2% | 0.14% | +77.9% |
| Q2 2021 | $227,000 | -47.3% | 728 | -51.6% | 0.08% | -53.0% |
| Q4 2020 | $431,000 | +29.4% | 1,505 | 0.0% | 0.16% | +3.1% |
| Q3 2020 | $333,000 | +7.1% | 1,505 | 0.0% | 0.16% | +11.2% |
| Q2 2020 | $311,000 | -13.4% | 1,505 | -10.1% | 0.14% | -3.4% |
| Q4 2019 | $359,000 | +71.8% | 1,674 | +54.4% | 0.15% | +64.4% |
| Q3 2019 | $209,000 | -2.8% | 1,084 | -0.9% | 0.09% | -28.0% |
| Q1 2019 | $215,000 | -2.7% | 1,094 | -16.7% | 0.12% | -13.2% |
| Q4 2018 | $221,000 | -21.9% | 1,314 | 0.0% | 0.14% | -18.2% |
| Q3 2018 | $283,000 | +26.9% | 1,314 | +20.2% | 0.18% | +24.8% |
| Q2 2018 | $223,000 | – | 1,093 | – | 0.14% | – |
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% |