ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,553 | -7.6% | 1,555 | 0.0% | 0.13% | -3.0% |
| Q2 2023 | $377,336 | +7.0% | 1,555 | 0.0% | 0.13% | -2.2% |
| Q1 2023 | $352,705 | +5.7% | 1,555 | 0.0% | 0.14% | -4.3% |
| Q4 2022 | $333,579 | +3.9% | 1,555 | 0.0% | 0.14% | -1.4% |
| Q3 2022 | $321,000 | 0.0% | 1,555 | 0.0% | 0.14% | +2.9% |
| Q2 2022 | $321,000 | -19.3% | 1,555 | 0.0% | 0.14% | -4.1% |
| Q1 2022 | $398,000 | -27.0% | 1,555 | -20.5% | 0.14% | -22.5% |
| Q4 2021 | $545,000 | -5.1% | 1,955 | 0.0% | 0.19% | -11.8% |
| Q3 2021 | $574,000 | +11.2% | 1,955 | +18.1% | 0.21% | +8.2% |
| Q2 2021 | $516,000 | +2.8% | 1,655 | 0.0% | 0.20% | -4.9% |
| Q1 2021 | $502,000 | -2.7% | 1,655 | 0.0% | 0.21% | -7.6% |
| Q4 2020 | $516,000 | +40.6% | 1,655 | 0.0% | 0.22% | +18.0% |
| Q3 2020 | $367,000 | -60.2% | 1,655 | -62.4% | 0.19% | -62.8% |
| Q2 2020 | $921,000 | -56.0% | 4,407 | -55.4% | 0.51% | -53.9% |
| Q4 2019 | $2,095,000 | – | 9,882 | – | 1.10% | – |
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% |