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 | $88,091 | -7.6% | 393 | 0.0% | 0.00% | – |
| Q2 2023 | $95,365 | +7.0% | 393 | 0.0% | 0.00% | – |
| Q1 2023 | $89,141 | -14.0% | 393 | -18.6% | 0.00% | – |
| Q4 2022 | $103,613 | +3.6% | 483 | 0.0% | 0.00% | – |
| Q3 2022 | $100,000 | +29.9% | 483 | +29.5% | 0.00% | – |
| Q2 2022 | $77,000 | -67.2% | 373 | -59.4% | 0.00% | – |
| Q1 2022 | $235,000 | -28.1% | 918 | -17.7% | 0.00% | – |
| Q4 2021 | $327,000 | -21.6% | 1,115 | -21.4% | 0.00% | – |
| Q3 2021 | $417,000 | -3.9% | 1,418 | +1.8% | 0.00% | – |
| Q2 2021 | $434,000 | +42.8% | 1,393 | +38.1% | 0.00% | – |
| Q1 2021 | $304,000 | +15.2% | 1,009 | +9.7% | 0.00% | – |
| Q4 2020 | $264,000 | +40.4% | 920 | +8.2% | 0.00% | – |
| Q3 2020 | $188,000 | +6.8% | 850 | 0.0% | 0.00% | – |
| Q2 2020 | $176,000 | +33.3% | 850 | +1.8% | 0.00% | – |
| Q1 2020 | $132,000 | -38.0% | 835 | -16.5% | 0.00% | – |
| Q4 2019 | $213,000 | +10.9% | 1,000 | 0.0% | 0.00% | – |
| Q3 2019 | $192,000 | -21.3% | 1,000 | -18.4% | 0.00% | – |
| Q2 2019 | $244,000 | +82.1% | 1,225 | +78.6% | 0.00% | – |
| Q1 2019 | $134,000 | -85.7% | 686 | -87.7% | 0.00% | -100.0% |
| Q4 2018 | $937,000 | +0.1% | 5,590 | +28.4% | 0.00% | – |
| Q3 2018 | $936,000 | -97.0% | 4,355 | -97.1% | 0.00% | -100.0% |
| Q2 2018 | $31,220,000 | -18.1% | 152,794 | -23.6% | 0.01% | -50.0% |
| Q1 2018 | $38,133,000 | -18.5% | 200,100 | -39.1% | 0.02% | -37.9% |
| Q4 2014 | $46,794,000 | +13.2% | 328,665 | +3.1% | 0.03% | +11.5% |
| Q3 2014 | $41,328,000 | -3.1% | 318,680 | +3.4% | 0.03% | -10.3% |
| Q2 2014 | $42,642,000 | +192.4% | 308,072 | +187.4% | 0.03% | +190.0% |
| Q1 2014 | $14,584,000 | +3.4% | 107,193 | +3.0% | 0.01% | 0.0% |
| Q4 2013 | $14,098,000 | -44.4% | 104,039 | -48.4% | 0.01% | -47.4% |
| Q3 2013 | $25,367,000 | – | 201,588 | – | 0.02% | – |
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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% |