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 | $309,775 | -97.6% | 1,382 | -97.7% | 0.00% | -97.2% |
Q4 2022 | $13,014,714 | +855.6% | 60,669 | +820.3% | 0.07% | +914.3% |
Q3 2022 | $1,362,000 | -58.5% | 6,592 | -58.5% | 0.01% | -53.3% |
Q2 2022 | $3,281,000 | -14.0% | 15,901 | +6.5% | 0.02% | +25.0% |
Q1 2022 | $3,817,000 | -86.8% | 14,926 | -84.9% | 0.01% | -83.6% |
Q4 2021 | $29,010,000 | +7891.7% | 98,992 | +7915.5% | 0.07% | +7200.0% |
Q3 2021 | $363,000 | +342.7% | 1,235 | +371.4% | 0.00% | – |
Q2 2021 | $82,000 | -89.0% | 262 | -89.4% | 0.00% | -100.0% |
Q1 2021 | $744,000 | -35.4% | 2,474 | -38.4% | 0.00% | -33.3% |
Q4 2020 | $1,151,000 | +539.4% | 4,016 | +393.4% | 0.00% | +200.0% |
Q3 2020 | $180,000 | +57.9% | 814 | +12.1% | 0.00% | – |
Q1 2020 | $114,000 | -97.0% | 726 | -95.9% | 0.00% | -100.0% |
Q4 2019 | $3,752,000 | -34.6% | 17,515 | -48.7% | 0.01% | -46.2% |
Q4 2018 | $5,737,000 | +6982.7% | 34,146 | +7804.2% | 0.03% | – |
Q4 2017 | $81,000 | +406.2% | 432 | +282.3% | 0.00% | – |
Q2 2016 | $16,000 | -91.1% | 113 | -91.2% | 0.00% | -100.0% |
Q4 2015 | $179,000 | +5866.7% | 1,285 | +5040.0% | 0.00% | – |
Q1 2014 | $3,000 | -98.7% | 25 | -98.6% | 0.00% | -100.0% |
Q4 2013 | $237,000 | – | 1,750 | – | 0.00% | – |
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% |