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 2023 | $2,385,092 | -15.5% | 10,641 | -8.5% | 0.54% | -14.2% |
Q2 2023 | $2,822,526 | +8.2% | 11,632 | +1.2% | 0.63% | -0.3% |
Q1 2023 | $2,607,876 | -22.2% | 11,498 | -26.4% | 0.64% | -33.5% |
Q4 2022 | $3,352,607 | -13.6% | 15,628 | -16.8% | 0.96% | -31.6% |
Q3 2022 | $3,879,000 | +1.3% | 18,778 | +1.1% | 1.40% | -1.9% |
Q2 2022 | $3,831,000 | -8.2% | 18,568 | +10.9% | 1.43% | +4.3% |
Q1 2022 | $4,174,000 | +114.5% | 16,748 | +112.0% | 1.37% | +93.8% |
Q4 2021 | $1,946,000 | -11.2% | 7,899 | +5.8% | 0.71% | -17.0% |
Q3 2021 | $2,192,000 | -19.6% | 7,466 | -14.7% | 0.85% | -24.1% |
Q2 2021 | $2,727,000 | -0.3% | 8,749 | +0.2% | 1.12% | -7.1% |
Q1 2021 | $2,734,000 | +33.3% | 8,729 | +22.0% | 1.21% | +9.7% |
Q4 2020 | $2,051,000 | +21.5% | 7,152 | +1.6% | 1.10% | +1.2% |
Q3 2020 | $1,688,000 | +10.5% | 7,036 | -4.7% | 1.09% | -10.8% |
Q2 2020 | $1,528,000 | +111.6% | 7,386 | +61.8% | 1.22% | +54.2% |
Q1 2020 | $722,000 | -36.2% | 4,564 | -13.6% | 0.79% | -27.3% |
Q4 2019 | $1,131,000 | – | 5,281 | – | 1.09% | – |
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% |