WELLS FARGO & COMPANY/MN - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.

Quarter-by-quarter ownership
WELLS FARGO & COMPANY/MN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$204,179,497
+9.4%
910,906
+18.4%
0.06%
+17.6%
Q2 2023$186,648,909
+2.9%
769,179
-3.8%
0.05%
-1.9%
Q1 2023$181,312,799
-5.1%
799,367
-10.2%
0.05%
-8.8%
Q4 2022$191,054,508
+4.7%
890,614
+0.9%
0.06%
-3.4%
Q3 2022$182,423,000
-7.2%
883,015
-7.4%
0.06%
-3.3%
Q2 2022$196,630,000
-52.0%
953,079
-40.5%
0.06%
-41.9%
Q1 2022$409,900,000
-33.6%
1,602,736
-23.9%
0.10%
-31.8%
Q4 2021$616,867,000
+2.2%
2,104,987
+2.3%
0.15%
+15.8%
Q3 2021$603,839,000
-7.2%
2,056,744
-1.5%
0.13%
-7.0%
Q2 2021$650,847,000
-2.6%
2,088,120
-6.0%
0.14%
-5.3%
Q1 2021$668,146,000
+9.9%
2,221,674
+4.7%
0.15%
+3.4%
Q4 2020$608,204,000
+33.3%
2,121,393
+3.0%
0.15%
+15.9%
Q3 2020$456,363,000
+23.0%
2,060,149
+14.9%
0.13%
+16.7%
Q2 2020$370,975,000
+1.3%
1,793,276
-22.5%
0.11%
-15.0%
Q1 2020$366,133,000
-38.2%
2,314,801
-16.2%
0.13%
-20.1%
Q4 2019$592,083,000
+13.5%
2,763,905
+2.1%
0.16%
+7.4%
Q3 2019$521,632,000
+18.2%
2,706,543
+23.2%
0.15%
+17.5%
Q2 2019$441,417,000
+0.1%
2,197,526
-2.0%
0.13%
-3.8%
Q1 2019$441,128,000
-10.4%
2,243,100
-23.5%
0.13%
-20.1%
Q4 2018$492,372,000
-7.6%
2,930,785
+18.3%
0.16%
+8.6%
Q3 2018$532,915,000
+46.2%
2,477,753
+38.9%
0.15%
+39.8%
Q2 2018$364,573,000
+4.4%
1,784,231
-2.6%
0.11%
+4.9%
Q1 2018$349,204,000
+15.6%
1,832,419
+13.2%
0.10%
+18.4%
Q4 2017$302,165,000
+4.4%
1,618,452
+0.1%
0.09%
-3.3%
Q3 2017$289,487,000
+1.9%
1,617,606
-3.9%
0.09%
-1.1%
Q2 2017$284,059,000
-5.4%
1,683,116
-9.4%
0.09%
-7.1%
Q1 2017$300,368,000
+3.5%
1,858,028
-1.4%
0.10%
-3.9%
Q4 2016$290,083,000
+7.3%
1,884,383
+3.8%
0.10%
+2.0%
Q3 2016$270,363,000
+15.7%
1,815,734
+6.6%
0.10%
+9.9%
Q2 2016$233,750,000
-4.8%
1,703,962
-8.0%
0.09%
-7.1%
Q1 2016$245,524,000
-11.9%
1,851,468
-8.6%
0.10%
-10.9%
Q4 2015$278,783,000
+12.4%
2,026,095
+9.4%
0.11%
+5.8%
Q3 2015$248,006,000
-14.2%
1,851,200
-1.0%
0.10%
-6.3%
Q2 2015$288,980,000
-44.7%
1,869,427
-45.8%
0.11%
+8.8%
Q1 2015$522,488,000
+128.6%
3,447,660
+114.8%
0.10%
+13.3%
Q4 2014$228,536,000
+1.3%
1,605,133
-7.7%
0.09%
-5.3%
Q3 2014$225,564,000
+2.6%
1,739,326
+9.4%
0.10%
+4.4%
Q2 2014$219,920,000
-5.6%
1,589,469
-7.2%
0.09%
-8.1%
Q1 2014$233,034,000
-7.1%
1,713,426
-7.5%
0.10%
-9.2%
Q4 2013$250,970,000
+15.8%
1,852,037
+7.5%
0.11%
+5.8%
Q3 2013$216,685,000
+17.3%
1,723,119
+4.0%
0.10%
+7.3%
Q2 2013$184,675,0001,657,4010.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 77,090$16,514,219,00014.90%
Noven Financial Group, Inc. 124,424$26,654,00012.32%
Rinet Co LLC 161,807$34,662,0009.50%
Cohen Klingenstein LLC 662,705$141,965,0008.25%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,891,0007.15%
Hillcrest Wealth Advisors - NY, LLC 33,110$7,093,0005.90%
Corundum Group, Inc. 26,183$5,609,0005.89%
Crestone Asset Management LLC 80,784$17,306,0005.86%
JOYN Advisors, Inc. 116,192$24,891,0005.33%
Powell Investment Advisors, LLC 22,356$4,789,0004.99%
View complete list of ISHARES TR shareholders