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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $6,962,158 | +4.7% | 28,691 | -2.1% | 3.75% | +2.3% |
Q1 2023 | $6,649,682 | +19.9% | 29,317 | +12.4% | 3.67% | -1.0% |
Q4 2022 | $5,545,236 | -11.2% | 26,094 | -13.7% | 3.70% | -4.1% |
Q3 2022 | $6,248,000 | +10.5% | 30,243 | +10.4% | 3.86% | +12.6% |
Q2 2022 | $5,654,000 | -9.9% | 27,403 | +11.7% | 3.43% | +5.2% |
Q1 2022 | $6,274,000 | +2.6% | 24,531 | +3.1% | 3.26% | -0.9% |
Q4 2021 | $6,116,000 | -8.4% | 23,790 | +4.6% | 3.29% | -11.5% |
Q3 2021 | $6,679,000 | +2.8% | 22,748 | +9.1% | 3.72% | +0.2% |
Q2 2021 | $6,500,000 | +3.9% | 20,856 | +1.7% | 3.71% | -2.2% |
Q1 2021 | $6,256,000 | +12.7% | 20,514 | +11.6% | 3.80% | -1.1% |
Q4 2020 | $5,551,000 | +33.2% | 18,389 | +1.8% | 3.84% | +14.9% |
Q3 2020 | $4,168,000 | +16.3% | 18,065 | +4.8% | 3.34% | +4.0% |
Q2 2020 | $3,585,000 | +23.8% | 17,233 | +2.0% | 3.21% | +7.9% |
Q1 2020 | $2,896,000 | -16.5% | 16,899 | +8.2% | 2.98% | +3.7% |
Q4 2019 | $3,468,000 | – | 15,618 | – | 2.87% | – |
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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% |