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 2023 | $35,570,689 | +2.8% | 158,395 | +11.1% | 0.14% | +218.6% |
Q2 2023 | $34,608,360 | +21.3% | 142,621 | +13.4% | 0.04% | -92.5% |
Q1 2023 | $28,524,057 | +40.8% | 125,755 | +24.2% | 0.57% | +123.0% |
Q4 2022 | $20,259,579 | +5.3% | 101,285 | +8.7% | 0.26% | +5.3% |
Q3 2022 | $19,244,000 | +26.3% | 93,146 | +24.3% | 0.24% | +29.9% |
Q2 2022 | $15,232,000 | +69.3% | 74,940 | +113.1% | 0.19% | +101.1% |
Q1 2022 | $8,995,000 | +753.4% | 35,165 | +878.2% | 0.09% | +830.0% |
Q4 2021 | $1,054,000 | +328.5% | 3,595 | +340.6% | 0.01% | +150.0% |
Q1 2021 | $246,000 | +12.8% | 816 | +7.2% | 0.00% | 0.0% |
Q4 2020 | $218,000 | -32.5% | 761 | -52.6% | 0.00% | -60.0% |
Q2 2019 | $323,000 | -23.1% | 1,606 | -24.9% | 0.01% | -37.5% |
Q1 2019 | $420,000 | -7.1% | 2,138 | -20.6% | 0.02% | -40.7% |
Q4 2018 | $452,000 | – | 2,692 | – | 0.03% | – |
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% |