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 | $237,599 | -7.5% | 1,060 | +0.2% | 0.13% | +23.3% |
Q2 2023 | $256,734 | +6.7% | 1,058 | -0.3% | 0.10% | -24.8% |
Q1 2023 | $240,656 | +6.9% | 1,061 | +1.1% | 0.14% | -16.5% |
Q4 2022 | $225,031 | +5.6% | 1,049 | +1.9% | 0.16% | -11.8% |
Q3 2022 | $213,000 | +1.9% | 1,029 | +1.6% | 0.19% | +3.9% |
Q2 2022 | $209,000 | -37.6% | 1,013 | -22.6% | 0.18% | -20.8% |
Q1 2022 | $335,000 | -3.7% | 1,309 | +10.3% | 0.23% | -12.7% |
Q4 2021 | $348,000 | – | 1,187 | – | 0.26% | – |
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% |