ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 803 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $639,890 | -0.7% | 2,437 | +2.4% | 0.28% | -2.5% |
Q1 2024 | $644,411 | +5.4% | 2,380 | -1.8% | 0.28% | +0.7% |
Q4 2023 | $611,449 | +22.7% | 2,424 | +9.0% | 0.28% | -5.4% |
Q3 2023 | $498,322 | -9.1% | 2,223 | -1.6% | 0.30% | -5.4% |
Q2 2023 | $548,051 | +7.1% | 2,259 | +0.2% | 0.31% | +2.3% |
Q1 2023 | $511,539 | +3.6% | 2,255 | -2.0% | 0.31% | -3.5% |
Q4 2022 | $493,535 | +3.9% | 2,301 | 0.0% | 0.32% | -5.9% |
Q3 2022 | $475,000 | 0.0% | 2,301 | 0.0% | 0.34% | -4.2% |
Q2 2022 | $475,000 | -19.8% | 2,301 | -0.6% | 0.35% | -18.1% |
Q1 2022 | $592,000 | -14.1% | 2,316 | -1.5% | 0.43% | -11.5% |
Q4 2021 | $689,000 | 0.0% | 2,351 | +0.2% | 0.49% | -5.3% |
Q3 2021 | $689,000 | -5.6% | 2,346 | +0.1% | 0.51% | -11.2% |
Q2 2021 | $730,000 | +3.7% | 2,343 | +0.1% | 0.58% | -7.5% |
Q1 2021 | $704,000 | -2.2% | 2,340 | -6.8% | 0.63% | -11.6% |
Q4 2020 | $720,000 | – | 2,510 | – | 0.71% | – |
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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% |