ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $258,260 | -14.8% | 1,230 | 0.0% | 0.05% | -13.1% |
Q2 2023 | $303,147 | +10.2% | 1,230 | +1.4% | 0.06% | 0.0% |
Q1 2023 | $275,171 | -4.6% | 1,213 | 0.0% | 0.06% | -3.2% |
Q4 2022 | $288,347 | -45.8% | 1,213 | -29.0% | 0.06% | -54.0% |
Q2 2021 | $532,000 | -6.8% | 1,708 | -10.0% | 0.14% | -15.4% |
Q1 2021 | $571,000 | -14.1% | 1,898 | -11.0% | 0.16% | -18.6% |
Q4 2020 | $665,000 | +40.0% | 2,133 | -0.6% | 0.20% | +22.1% |
Q3 2020 | $475,000 | -9.9% | 2,145 | -15.8% | 0.16% | -20.9% |
Q2 2020 | $527,000 | – | 2,548 | – | 0.21% | – |
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% |