ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 810 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,049 | -7.6% | 1,120 | 0.0% | 0.03% | -5.7% |
| Q2 2023 | $271,780 | +7.0% | 1,120 | +0.1% | 0.04% | 0.0% |
| Q1 2023 | $253,896 | +8.0% | 1,119 | +2.2% | 0.04% | +6.1% |
| Q4 2022 | $235,001 | -5.6% | 1,095 | -9.1% | 0.03% | -13.2% |
| Q3 2022 | $249,000 | +1.6% | 1,205 | +1.3% | 0.04% | 0.0% |
| Q2 2022 | $245,000 | -19.4% | 1,189 | 0.0% | 0.04% | -7.3% |
| Q1 2022 | $304,000 | -12.6% | 1,189 | +0.1% | 0.04% | -14.6% |
| Q4 2021 | $348,000 | -0.3% | 1,188 | 0.0% | 0.05% | -9.4% |
| Q3 2021 | $349,000 | -5.7% | 1,188 | +0.1% | 0.05% | -5.4% |
| Q2 2021 | $370,000 | -27.0% | 1,187 | -29.6% | 0.06% | -31.7% |
| Q1 2021 | $507,000 | +49.1% | 1,687 | +42.1% | 0.08% | +30.2% |
| Q4 2020 | $340,000 | +29.3% | 1,187 | +0.1% | 0.06% | +14.5% |
| Q3 2020 | $263,000 | +7.3% | 1,186 | 0.0% | 0.06% | +1.9% |
| Q2 2020 | $245,000 | -48.9% | 1,186 | -46.9% | 0.05% | -45.5% |
| Q4 2019 | $479,000 | +11.4% | 2,234 | +0.0% | 0.10% | +4.2% |
| Q3 2019 | $430,000 | -5.1% | 2,233 | -1.0% | 0.10% | -6.9% |
| Q2 2019 | $453,000 | -2.2% | 2,255 | -4.2% | 0.10% | -7.3% |
| Q1 2019 | $463,000 | +111.4% | 2,355 | +80.6% | 0.11% | +86.4% |
| Q4 2018 | $219,000 | -23.4% | 1,304 | -1.8% | 0.06% | -9.2% |
| Q3 2018 | $286,000 | +18.2% | 1,328 | +12.3% | 0.06% | +6.6% |
| Q2 2018 | $242,000 | +7.6% | 1,183 | 0.0% | 0.06% | +1.7% |
| Q1 2018 | $225,000 | +1.8% | 1,183 | -0.1% | 0.06% | 0.0% |
| Q4 2017 | $221,000 | -63.1% | 1,184 | -64.6% | 0.06% | -64.7% |
| Q3 2017 | $599,000 | +19.3% | 3,347 | +12.6% | 0.17% | +1.2% |
| Q2 2017 | $502,000 | +39.8% | 2,972 | +33.8% | 0.17% | +30.2% |
| Q1 2017 | $359,000 | +63.2% | 2,221 | +55.1% | 0.13% | +53.6% |
| Q4 2016 | $220,000 | – | 1,432 | – | 0.08% | – |
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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% |