ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 716 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,398 | -7.6% | 91 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $22,082 | +105052.4% | 91 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $21 | +5.0% | 91 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20 | -99.8% | 91 | +82.0% | 0.01% | +25.0% |
| Q3 2022 | $10,000 | -61.5% | 50 | -59.7% | 0.01% | -27.3% |
| Q2 2022 | $26,000 | +13.0% | 124 | +36.3% | 0.01% | +22.2% |
| Q1 2022 | $23,000 | -53.1% | 91 | -45.2% | 0.01% | -57.1% |
| Q4 2021 | $49,000 | +36.1% | 166 | +37.2% | 0.02% | +23.5% |
| Q3 2021 | $36,000 | +33.3% | 121 | +40.7% | 0.02% | +30.8% |
| Q2 2021 | $27,000 | +50.0% | 86 | +41.0% | 0.01% | +62.5% |
| Q1 2021 | $18,000 | +63.6% | 61 | +48.8% | 0.01% | +60.0% |
| Q4 2020 | $11,000 | +22.2% | 41 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 41 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | -11.1% | 41 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $9,000 | – | 41 | – | 0.01% | – |
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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% |