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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,447,467 | -7.6% | 6,458 | 0.0% | 0.59% | -1.8% |
| Q2 2023 | $1,566,997 | +7.1% | 6,458 | +0.1% | 0.60% | +1.0% |
| Q1 2023 | $1,463,190 | +2.2% | 6,451 | -3.4% | 0.60% | -3.3% |
| Q4 2022 | $1,431,903 | +3.5% | 6,675 | -0.3% | 0.62% | -6.0% |
| Q3 2022 | $1,383,000 | +8.8% | 6,692 | +8.6% | 0.65% | +13.3% |
| Q2 2022 | $1,271,000 | -19.3% | 6,162 | +0.0% | 0.58% | -8.1% |
| Q1 2022 | $1,575,000 | -12.7% | 6,159 | +0.0% | 0.63% | -10.2% |
| Q4 2021 | $1,804,000 | -0.1% | 6,156 | +0.1% | 0.70% | -8.0% |
| Q3 2021 | $1,806,000 | -8.2% | 6,150 | -2.6% | 0.76% | -9.2% |
| Q2 2021 | $1,968,000 | +3.7% | 6,315 | +0.0% | 0.84% | -2.9% |
| Q1 2021 | $1,898,000 | +3.8% | 6,312 | -1.0% | 0.86% | -3.7% |
| Q4 2020 | $1,828,000 | +23.7% | 6,377 | -4.4% | 0.90% | +2.5% |
| Q3 2020 | $1,478,000 | +7.2% | 6,670 | +0.0% | 0.87% | -4.6% |
| Q2 2020 | $1,379,000 | +31.0% | 6,667 | +0.1% | 0.92% | +7.4% |
| Q1 2020 | $1,053,000 | -33.4% | 6,659 | -9.8% | 0.85% | -20.2% |
| Q4 2019 | $1,581,000 | +8.3% | 7,382 | -2.6% | 1.07% | -4.0% |
| Q3 2019 | $1,460,000 | -4.7% | 7,576 | -0.6% | 1.11% | -4.9% |
| Q2 2019 | $1,532,000 | +2.2% | 7,625 | +0.1% | 1.17% | -4.6% |
| Q1 2019 | $1,499,000 | +17.1% | 7,620 | +0.0% | 1.23% | +1.1% |
| Q4 2018 | $1,280,000 | – | 7,617 | – | 1.21% | – |
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% |