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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $222,283 | +82533.1% | 980 | -21.9% | 0.08% | -21.5% |
| Q4 2022 | $269 | -99.9% | 1,255 | 0.0% | 0.11% | -0.9% |
| Q3 2022 | $259,000 | -3.4% | 1,255 | -3.5% | 0.11% | +4.9% |
| Q2 2022 | $268,000 | -19.3% | 1,300 | 0.0% | 0.10% | -8.0% |
| Q1 2022 | $332,000 | -12.9% | 1,300 | 0.0% | 0.11% | -9.7% |
| Q4 2021 | $381,000 | -0.3% | 1,300 | 0.0% | 0.12% | -10.1% |
| Q3 2021 | $382,000 | -5.7% | 1,300 | 0.0% | 0.14% | -8.6% |
| Q2 2021 | $405,000 | +3.6% | 1,300 | 0.0% | 0.15% | -6.8% |
| Q1 2021 | $391,000 | +4.8% | 1,300 | 0.0% | 0.16% | -0.6% |
| Q4 2020 | $373,000 | +29.5% | 1,300 | 0.0% | 0.16% | +14.0% |
| Q3 2020 | $288,000 | +7.1% | 1,300 | 0.0% | 0.14% | +2.1% |
| Q2 2020 | $269,000 | +30.6% | 1,300 | 0.0% | 0.14% | +13.8% |
| Q1 2020 | $206,000 | -25.9% | 1,300 | 0.0% | 0.12% | -7.5% |
| Q4 2019 | $278,000 | +10.8% | 1,300 | 0.0% | 0.13% | +3.9% |
| Q3 2019 | $251,000 | -3.8% | 1,300 | 0.0% | 0.13% | +8.5% |
| Q2 2019 | $261,000 | – | 1,300 | – | 0.12% | – |
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% |