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 | $315,892 | -6.1% | 1,409 | +1.7% | 0.02% | -4.8% |
Q2 2023 | $336,312 | +8.6% | 1,386 | +1.5% | 0.02% | +5.0% |
Q1 2023 | $309,615 | +5.1% | 1,365 | -0.6% | 0.02% | -4.8% |
Q4 2022 | $294,536 | +98078.7% | 1,373 | -5.4% | 0.02% | -8.7% |
Q3 2022 | $300 | +0.7% | 1,452 | +0.6% | 0.02% | -4.2% |
Q2 2022 | $298 | -26.4% | 1,444 | -8.8% | 0.02% | -11.1% |
Q1 2022 | $405 | -21.5% | 1,583 | -10.0% | 0.03% | -32.5% |
Q4 2021 | $516 | +4.5% | 1,759 | +4.6% | 0.04% | -16.7% |
Q3 2021 | $494 | -0.4% | 1,682 | +5.8% | 0.05% | -18.6% |
Q2 2021 | $496 | +5.3% | 1,590 | +1.5% | 0.06% | -19.2% |
Q1 2021 | $471 | +89.2% | 1,566 | +80.6% | 0.07% | +46.0% |
Q4 2020 | $249 | -99.9% | 867 | -22.5% | 0.05% | -15.3% |
Q2 2020 | $231,000 | -24.8% | 1,118 | -42.4% | 0.06% | -25.3% |
Q1 2020 | $307,000 | -34.1% | 1,942 | -10.7% | 0.08% | -30.7% |
Q4 2019 | $466,000 | +11.0% | 2,175 | -0.3% | 0.11% | +6.5% |
Q3 2019 | $420,000 | -5.6% | 2,181 | -1.4% | 0.11% | -21.3% |
Q2 2019 | $445,000 | -3.9% | 2,212 | -6.1% | 0.14% | -20.0% |
Q1 2019 | $463,000 | +14.9% | 2,356 | -1.9% | 0.17% | -27.7% |
Q4 2018 | $403,000 | – | 2,402 | – | 0.24% | – |
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% |