ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $924,638 | -7.7% | 4,125 | -0.1% | 0.40% | -8.3% |
| Q2 2023 | $1,001,721 | +12.0% | 4,128 | +4.7% | 0.43% | +1.4% |
| Q1 2023 | $894,134 | +17.9% | 3,942 | +11.5% | 0.43% | +10.4% |
| Q4 2022 | $758,115 | +7.1% | 3,534 | +3.1% | 0.39% | -2.0% |
| Q3 2022 | $708,000 | -4.3% | 3,429 | -4.4% | 0.39% | +2.9% |
| Q2 2022 | $740,000 | -8.5% | 3,587 | +13.4% | 0.38% | +1.1% |
| Q1 2022 | $809,000 | -2.8% | 3,162 | +11.5% | 0.38% | -1.6% |
| Q4 2021 | $832,000 | +10.8% | 2,836 | +10.9% | 0.38% | +1.0% |
| Q3 2021 | $751,000 | -9.0% | 2,557 | -3.4% | 0.38% | -17.9% |
| Q2 2021 | $825,000 | +4.6% | 2,647 | +0.9% | 0.46% | -5.5% |
| Q1 2021 | $789,000 | +5.6% | 2,623 | +0.7% | 0.49% | -7.0% |
| Q4 2020 | $747,000 | +25.5% | 2,604 | -3.0% | 0.53% | +4.3% |
| Q3 2020 | $595,000 | +14.4% | 2,684 | +6.8% | 0.51% | +3.3% |
| Q2 2020 | $520,000 | +63.0% | 2,512 | +51.5% | 0.49% | +45.0% |
| Q3 2019 | $319,000 | -3.3% | 1,658 | +0.9% | 0.34% | -5.1% |
| Q2 2019 | $330,000 | – | 1,643 | – | 0.36% | – |
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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% |