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 | $274,901 | +3.4% | 1,226 | +12.0% | 0.08% | +5.5% |
Q2 2023 | $265,814 | +7.1% | 1,095 | 0.0% | 0.07% | 0.0% |
Q1 2023 | $248,287 | +2.6% | 1,095 | -2.9% | 0.07% | -16.1% |
Q4 2022 | $241,881 | +5.6% | 1,128 | +2.0% | 0.09% | -5.4% |
Q3 2022 | $229,000 | 0.0% | 1,106 | -0.3% | 0.09% | +3.4% |
Q2 2022 | $229,000 | -18.8% | 1,109 | +0.5% | 0.09% | -14.4% |
Q1 2022 | $282,000 | +0.7% | 1,103 | -2.6% | 0.10% | -1.0% |
Q4 2021 | $280,000 | +26.1% | 1,132 | +49.5% | 0.10% | +19.3% |
Q3 2021 | $222,000 | -3.5% | 757 | +2.7% | 0.09% | -17.0% |
Q2 2021 | $230,000 | +3.6% | 737 | 0.0% | 0.11% | -1.9% |
Q1 2021 | $222,000 | -1.3% | 737 | 0.0% | 0.11% | -12.9% |
Q4 2020 | $225,000 | -30.8% | 737 | -49.7% | 0.12% | -46.3% |
Q4 2019 | $325,000 | +15.2% | 1,464 | +0.1% | 0.23% | +5.5% |
Q3 2019 | $282,000 | -12.4% | 1,463 | -8.7% | 0.22% | -15.4% |
Q2 2019 | $322,000 | +2.2% | 1,603 | +0.1% | 0.26% | +1.6% |
Q1 2019 | $315,000 | +39.4% | 1,602 | +18.9% | 0.26% | -3.0% |
Q4 2018 | $226,000 | – | 1,347 | – | 0.26% | – |
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% |