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 | $31,275 | -7.6% | 140 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $33,858 | +7.1% | 140 | +0.7% | 0.01% | 0.0% |
| Q1 2023 | $31,602 | +6.0% | 139 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $29,827 | +2.9% | 139 | +0.7% | 0.01% | -50.0% |
| Q3 2022 | $29,000 | 0.0% | 138 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -17.1% | 138 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $35,000 | -12.5% | 138 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $40,000 | -2.4% | 138 | 0.0% | 0.02% | -33.3% |
| Q3 2021 | $41,000 | -4.7% | 138 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $43,000 | +2.4% | 138 | 0.0% | 0.02% | +4.2% |
| Q1 2021 | $42,000 | +5.0% | 138 | 0.0% | 0.02% | -17.2% |
| Q4 2020 | $40,000 | +29.0% | 138 | 0.0% | 0.03% | +26.1% |
| Q3 2020 | $31,000 | -8.8% | 138 | -16.4% | 0.02% | -14.8% |
| Q2 2020 | $34,000 | +30.8% | 165 | 0.0% | 0.03% | +3.8% |
| Q1 2020 | $26,000 | -25.7% | 165 | 0.0% | 0.03% | +13.0% |
| Q4 2019 | $35,000 | +9.4% | 165 | 0.0% | 0.02% | +9.5% |
| Q3 2019 | $32,000 | -3.0% | 165 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $33,000 | +3.1% | 165 | 0.0% | 0.02% | +5.0% |
| Q1 2019 | $32,000 | 0.0% | 165 | -14.5% | 0.02% | +53.8% |
| Q4 2018 | $32,000 | -8.6% | 193 | +17.0% | 0.01% | -35.0% |
| Q3 2018 | $35,000 | +2.9% | 165 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $34,000 | +9.7% | 165 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $31,000 | -24.4% | 165 | -25.3% | 0.02% | 0.0% |
| Q4 2017 | $41,000 | – | 221 | – | 0.02% | – |
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% |