ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $204,818 | -13.9% | 903 | -3.0% | 0.05% | -11.5% |
Q1 2022 | $238,000 | -12.8% | 931 | 0.0% | 0.05% | -16.1% |
Q4 2021 | $273,000 | 0.0% | 931 | 0.0% | 0.06% | -10.1% |
Q3 2021 | $273,000 | -5.9% | 931 | 0.0% | 0.07% | -8.0% |
Q2 2021 | $290,000 | +2.5% | 931 | -1.1% | 0.08% | -7.4% |
Q1 2021 | $283,000 | +4.8% | 941 | 0.0% | 0.08% | -9.0% |
Q4 2020 | $270,000 | – | 941 | – | 0.09% | – |
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% |