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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,307 | -7.6% | 224 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $54,461 | +7.0% | 224 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $50,886 | +2.7% | 224 | -3.0% | 0.03% | -9.7% |
| Q4 2022 | $49,549 | +3.2% | 231 | 0.0% | 0.03% | +3.3% |
| Q3 2022 | $48,000 | -2.0% | 231 | -2.1% | 0.03% | +7.1% |
| Q2 2022 | $49,000 | -41.0% | 236 | -26.9% | 0.03% | -30.0% |
| Q1 2022 | $83,000 | -49.7% | 323 | -42.5% | 0.04% | -42.9% |
| Q4 2021 | $165,000 | 0.0% | 562 | +0.2% | 0.07% | -11.4% |
| Q3 2021 | $165,000 | -5.7% | 561 | 0.0% | 0.08% | -8.1% |
| Q2 2021 | $175,000 | -14.2% | 561 | -21.1% | 0.09% | -28.9% |
| Q4 2020 | $204,000 | -29.2% | 711 | -47.0% | 0.12% | -39.8% |
| Q4 2019 | $288,000 | +11.6% | 1,342 | +0.1% | 0.20% | +5.2% |
| Q3 2019 | $258,000 | -17.3% | 1,340 | -13.8% | 0.19% | -25.7% |
| Q2 2019 | $312,000 | -6.9% | 1,555 | -8.7% | 0.26% | -14.3% |
| Q1 2019 | $335,000 | +17.1% | 1,704 | +0.1% | 0.30% | -0.3% |
| Q4 2018 | $286,000 | -21.9% | 1,702 | +0.1% | 0.30% | +10.7% |
| Q3 2018 | $366,000 | +4.0% | 1,700 | -1.4% | 0.27% | -1.8% |
| Q2 2018 | $352,000 | – | 1,724 | – | 0.28% | – |
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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% |