ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 716 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,203,120 | -27.4% | 10,270 | -30.1% | 0.02% | -28.6% |
| Q3 2022 | $3,033,000 | +177.5% | 14,682 | +293.6% | 0.02% | +425.0% |
| Q4 2021 | $1,093,000 | +993.0% | 3,730 | +697.0% | 0.00% | +300.0% |
| Q4 2019 | $100,000 | -91.8% | 468 | -94.1% | 0.00% | -94.4% |
| Q4 2016 | $1,214,000 | +335.1% | 7,888 | +294.4% | 0.02% | +350.0% |
| Q4 2015 | $279,000 | -50.9% | 2,000 | -49.9% | 0.00% | -33.3% |
| Q4 2014 | $568,000 | – | 3,990 | – | 0.01% | – |
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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% |