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 | $50,434 | -7.6% | 225 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $54,599 | +5.1% | 225 | -1.7% | 0.02% | 0.0% |
| Q1 2023 | $51,942 | +5.7% | 229 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $49,125 | -99.9% | 229 | +8.0% | 0.02% | +5.6% |
| Q3 2022 | $43,797,000 | +0.1% | 212 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $43,738,000 | +8.1% | 212 | +27.7% | 0.02% | +28.6% |
| Q1 2022 | $40,474,000 | -52.0% | 166 | -42.4% | 0.01% | -51.7% |
| Q4 2021 | $84,398,000 | -0.2% | 288 | 0.0% | 0.03% | -9.4% |
| Q3 2021 | $84,554,000 | -2.4% | 288 | 0.0% | 0.03% | -11.1% |
| Q1 2021 | $86,613,000 | +82.0% | 288 | +73.5% | 0.04% | +56.5% |
| Q4 2020 | $47,592,000 | +29.4% | 166 | 0.0% | 0.02% | +21.1% |
| Q3 2020 | $36,772,000 | +7.1% | 166 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $34,340,000 | +131976.9% | 166 | 0.0% | 0.02% | +11.8% |
| Q1 2020 | $26,000 | -27.8% | 166 | 0.0% | 0.02% | -10.5% |
| Q4 2019 | $36,000 | – | 166 | – | 0.02% | – |
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% |