ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,474,000 | +1.4% | 5,029 | +1.6% | 0.18% | -15.8% |
| Q3 2021 | $1,453,000 | -1.2% | 4,948 | +4.8% | 0.21% | -4.1% |
| Q2 2021 | $1,471,000 | +3.2% | 4,720 | -0.4% | 0.22% | -14.8% |
| Q1 2021 | $1,425,000 | +8.1% | 4,739 | +3.0% | 0.26% | -11.7% |
| Q4 2020 | $1,318,000 | +32.9% | 4,599 | +2.7% | 0.29% | -9.1% |
| Q3 2020 | $992,000 | +10.0% | 4,477 | +2.7% | 0.32% | -6.7% |
| Q2 2020 | $902,000 | +103.6% | 4,360 | +55.9% | 0.34% | +45.5% |
| Q1 2020 | $443,000 | -39.5% | 2,796 | -18.1% | 0.24% | -21.1% |
| Q4 2019 | $732,000 | – | 3,416 | – | 0.30% | – |
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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% |