ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $147,000 | -81.7% | 500 | -87.5% | 0.01% | -98.8% |
Q2 2019 | $803,000 | +2.0% | 4,000 | 0.0% | 0.50% | +5.5% |
Q1 2019 | $787,000 | +17.1% | 4,000 | 0.0% | 0.47% | +1.3% |
Q4 2018 | $672,000 | -21.9% | 4,000 | 0.0% | 0.47% | +4.9% |
Q3 2018 | $860,000 | +5.3% | 4,000 | 0.0% | 0.44% | +1.4% |
Q2 2018 | $817,000 | +7.2% | 4,000 | 0.0% | 0.44% | -1.8% |
Q1 2018 | $762,000 | +36.1% | 4,000 | +33.3% | 0.45% | +50.0% |
Q4 2017 | $560,000 | – | 3,000 | – | 0.30% | – |
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% |