ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,868,638 | -6.7% | 17,259 | +1.0% | 0.46% | -3.3% |
| Q2 2023 | $4,145,594 | +8.8% | 17,084 | +1.7% | 0.48% | +3.4% |
| Q1 2023 | $3,809,874 | +4.2% | 16,797 | -1.5% | 0.46% | +1.1% |
| Q4 2022 | $3,657,786 | +18.1% | 17,051 | +13.7% | 0.46% | +6.7% |
| Q3 2022 | $3,098,000 | +2.5% | 14,996 | +2.3% | 0.43% | -37.0% |
| Q2 2022 | $3,023,000 | -16.8% | 14,654 | +3.2% | 0.68% | +58.1% |
| Q1 2022 | $3,633,000 | -1.7% | 14,206 | +12.7% | 0.43% | -2.9% |
| Q4 2021 | $3,694,000 | +6.3% | 12,606 | +6.5% | 0.44% | -4.1% |
| Q3 2021 | $3,475,000 | +0.3% | 11,834 | +6.5% | 0.46% | -39.1% |
| Q2 2021 | $3,463,000 | +18.4% | 11,109 | +14.3% | 0.76% | +6.9% |
| Q1 2021 | $2,924,000 | +7.8% | 9,723 | +2.8% | 0.71% | +1.4% |
| Q4 2020 | $2,713,000 | +28.8% | 9,462 | -0.5% | 0.70% | +7.0% |
| Q3 2020 | $2,106,000 | +3.1% | 9,509 | -3.7% | 0.66% | -7.3% |
| Q2 2020 | $2,042,000 | +23.4% | 9,871 | -5.6% | 0.71% | -0.8% |
| Q1 2020 | $1,655,000 | -16.2% | 10,461 | +13.5% | 0.72% | -0.4% |
| Q4 2019 | $1,975,000 | – | 9,220 | – | 0.72% | – |
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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% |