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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $323,496 | +15.9% | 1,508 | +11.6% | 0.18% | +5.9% |
| Q3 2022 | $279,000 | -12.8% | 1,351 | -12.8% | 0.17% | -5.6% |
| Q2 2022 | $320,000 | -19.2% | 1,549 | 0.0% | 0.18% | -7.2% |
| Q1 2022 | $396,000 | +92.2% | 1,549 | +134.7% | 0.19% | +21.2% |
| Q2 2021 | $206,000 | -3.7% | 660 | -7.4% | 0.16% | -24.2% |
| Q1 2021 | $214,000 | +4.9% | 713 | 0.0% | 0.21% | -1.9% |
| Q4 2020 | $204,000 | -44.1% | 713 | -58.2% | 0.22% | -6.9% |
| Q4 2019 | $365,000 | +27.6% | 1,706 | +14.9% | 0.23% | +18.5% |
| Q3 2019 | $286,000 | +31.2% | 1,485 | +37.1% | 0.20% | +25.0% |
| Q2 2019 | $218,000 | – | 1,083 | – | 0.16% | – |
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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% |