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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $553,000 | -0.2% | 1,887 | +0.1% | 1.28% | -10.3% |
| Q3 2021 | $554,000 | -5.6% | 1,885 | +0.1% | 1.43% | +26.8% |
| Q2 2021 | $587,000 | +3.7% | 1,883 | 0.0% | 1.12% | +59.8% |
| Q1 2021 | $566,000 | +5.0% | 1,883 | +0.1% | 0.70% | -15.9% |
| Q4 2020 | $539,000 | +38.9% | 1,881 | +0.3% | 0.84% | +34.8% |
| Q3 2020 | $388,000 | 0.0% | 1,876 | 0.0% | 0.62% | +2.5% |
| Q2 2020 | $388,000 | +31.1% | 1,876 | +0.2% | 0.61% | +19.1% |
| Q1 2020 | $296,000 | -26.0% | 1,873 | +0.2% | 0.51% | +5.8% |
| Q4 2019 | $400,000 | – | 1,870 | – | 0.48% | – |
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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% |