ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $297,000 | +26.9% | 1,036 | -1.8% | 0.03% | +8.3% |
| Q3 2020 | $234,000 | +7.3% | 1,055 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $218,000 | -3.5% | 1,055 | 0.0% | 0.02% | -7.7% |
| Q4 2019 | $226,000 | +11.3% | 1,055 | 0.0% | 0.03% | -3.7% |
| Q3 2019 | $203,000 | -4.2% | 1,055 | 0.0% | 0.03% | -12.9% |
| Q2 2019 | $212,000 | +2.4% | 1,055 | 0.0% | 0.03% | -8.8% |
| Q1 2019 | $207,000 | -8.8% | 1,055 | 0.0% | 0.03% | -19.0% |
| Q3 2018 | $227,000 | +5.1% | 1,055 | 0.0% | 0.04% | -6.7% |
| Q2 2018 | $216,000 | – | 1,055 | – | 0.04% | – |
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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% |