ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 833 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $155,081 | -18.4% | 590,717 | -15.8% | 0.24% | -22.5% |
Q1 2024 | $190,046 | +8.1% | 701,793 | +0.7% | 0.32% | -1.9% |
Q4 2023 | $175,813 | +17.2% | 697,063 | +4.1% | 0.32% | +3.5% |
Q3 2023 | $150,036 | -6.4% | 669,357 | +1.3% | 0.31% | -4.6% |
Q2 2023 | $160,293 | +8.9% | 660,567 | +1.8% | 0.33% | +5.5% |
Q1 2023 | $147,202 | +10.6% | 648,985 | +4.6% | 0.31% | -3.4% |
Q4 2022 | $133,063 | -99.9% | 620,283 | +3.2% | 0.32% | 0.0% |
Q3 2022 | $124,170,000 | +1.4% | 601,047 | +1.2% | 0.32% | +0.3% |
Q2 2022 | $122,484,000 | -16.3% | 593,692 | +3.7% | 0.32% | -4.8% |
Q1 2022 | $146,404,000 | +0.2% | 572,451 | +14.9% | 0.34% | +1.8% |
Q4 2021 | $146,049,000 | +2.2% | 498,378 | +2.4% | 0.33% | -8.4% |
Q3 2021 | $142,906,000 | -2.3% | 486,756 | +3.8% | 0.36% | -3.2% |
Q2 2021 | $146,221,000 | +7.8% | 469,126 | +4.0% | 0.37% | -3.4% |
Q1 2021 | $135,624,000 | -2.1% | 450,970 | -6.7% | 0.38% | -7.9% |
Q4 2020 | $138,547,000 | +28.8% | 483,250 | -0.5% | 0.42% | +13.3% |
Q3 2020 | $107,595,000 | +7.8% | 485,715 | +0.7% | 0.37% | -2.4% |
Q2 2020 | $99,770,000 | +24.7% | 482,288 | -4.7% | 0.38% | +1.1% |
Q1 2020 | $80,014,000 | -24.3% | 505,879 | +2.5% | 0.37% | -7.2% |
Q4 2019 | $105,742,000 | +12.1% | 493,616 | +0.8% | 0.40% | 0.0% |
Q3 2019 | $94,341,000 | -4.0% | 489,498 | +0.0% | 0.40% | -7.2% |
Q2 2019 | $98,282,000 | +2.6% | 489,285 | +0.5% | 0.43% | -2.0% |
Q1 2019 | $95,783,000 | -4.6% | 487,052 | -18.5% | 0.44% | -17.1% |
Q4 2018 | $100,379,000 | -20.2% | 597,497 | +2.1% | 0.53% | -11.6% |
Q3 2018 | $125,864,000 | +5.5% | 585,200 | +0.2% | 0.60% | -3.4% |
Q2 2018 | $119,333,000 | +8.5% | 584,022 | +1.2% | 0.62% | +4.5% |
Q1 2018 | $109,934,000 | +6.8% | 576,872 | +4.7% | 0.60% | +6.2% |
Q4 2017 | $102,905,000 | – | 551,176 | – | 0.56% | – |
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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% |