ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 824 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $216,000 | -6.5% | 735 | -0.9% | 0.06% | -3.0% |
| Q2 2021 | $231,000 | -8.0% | 742 | -11.2% | 0.07% | -23.0% |
| Q1 2021 | $251,000 | +3.3% | 836 | -1.2% | 0.09% | +1.2% |
| Q4 2020 | $243,000 | -34.9% | 846 | -49.8% | 0.09% | -41.1% |
| Q3 2020 | $373,000 | +48.0% | 1,684 | +38.3% | 0.15% | +30.4% |
| Q2 2020 | $252,000 | -8.0% | 1,218 | -4.9% | 0.11% | -3.4% |
| Q4 2019 | $274,000 | +11.4% | 1,281 | +0.2% | 0.12% | +7.4% |
| Q3 2019 | $246,000 | -5.0% | 1,278 | -0.9% | 0.11% | -9.2% |
| Q2 2019 | $259,000 | -18.0% | 1,289 | -19.8% | 0.12% | -22.7% |
| Q1 2019 | $316,000 | +29.0% | 1,608 | +10.2% | 0.15% | +3.4% |
| Q4 2018 | $245,000 | – | 1,459 | – | 0.15% | – |
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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% |