ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 803 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38 | -95.5% | 0 | -100.0% | 0.00% | – |
| Q1 2024 | $852 | -18.5% | 3 | -25.0% | 0.00% | – |
| Q4 2023 | $1,045 | – | 4 | +100.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 2 | -95.7% | 0.00% | -100.0% |
| Q2 2022 | $10,000 | +900.0% | 47 | +2250.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -100.0% | 2 | -97.8% | 0.00% | -100.0% |
| Q1 2021 | $27,984,000 | +107530.8% | 93 | +2.2% | 0.01% | -16.7% |
| Q4 2020 | $26,000 | +30.0% | 91 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $20,000 | +5.3% | 91 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $19,000 | +35.7% | 91 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $14,000 | -26.3% | 91 | +1.1% | 0.01% | +66.7% |
| Q4 2019 | $19,000 | +11.8% | 90 | 0.0% | 0.00% | -40.0% |
| Q3 2019 | $17,000 | -19.0% | 90 | -12.6% | 0.01% | -28.6% |
| Q2 2019 | $21,000 | +5.0% | 103 | 0.0% | 0.01% | -22.2% |
| Q1 2019 | $20,000 | +33.3% | 103 | +14.4% | 0.01% | +12.5% |
| Q4 2018 | $15,000 | -51.6% | 90 | -38.4% | 0.01% | -46.7% |
| Q3 2018 | $31,000 | +3.3% | 146 | 0.0% | 0.02% | -11.8% |
| Q2 2018 | $30,000 | +42.9% | 146 | +35.2% | 0.02% | +21.4% |
| Q1 2018 | $21,000 | – | 108 | – | 0.01% | – |
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% |