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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $403,000 | -63.6% | 1,575 | -58.3% | 0.27% | -59.4% |
| Q4 2021 | $1,107,000 | -25.8% | 3,776 | -25.7% | 0.67% | -43.7% |
| Q3 2021 | $1,491,000 | -3.7% | 5,079 | +2.2% | 1.19% | +11.7% |
| Q2 2021 | $1,549,000 | +14.3% | 4,970 | +10.3% | 1.06% | +4.4% |
| Q1 2021 | $1,355,000 | +16.6% | 4,504 | +11.1% | 1.02% | +10.2% |
| Q4 2020 | $1,162,000 | +50.5% | 4,053 | +16.3% | 0.93% | +32.5% |
| Q3 2020 | $772,000 | +48.7% | 3,484 | +38.8% | 0.70% | +35.7% |
| Q2 2020 | $519,000 | – | 2,510 | – | 0.52% | – |
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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% |