ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 603 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $364,000 | +11.0% | 1,701 | 0.0% | 0.05% | +6.2% |
| Q3 2019 | $328,000 | -4.1% | 1,701 | 0.0% | 0.05% | -7.7% |
| Q2 2019 | $342,000 | +2.1% | 1,701 | 0.0% | 0.05% | -3.7% |
| Q1 2019 | $335,000 | +17.1% | 1,701 | 0.0% | 0.05% | +3.8% |
| Q4 2018 | $286,000 | -21.9% | 1,701 | 0.0% | 0.05% | -11.9% |
| Q3 2018 | $366,000 | +5.2% | 1,701 | 0.0% | 0.06% | +1.7% |
| Q2 2018 | $348,000 | +7.4% | 1,701 | 0.0% | 0.06% | +5.5% |
| Q1 2018 | $324,000 | +1.9% | 1,701 | 0.0% | 0.06% | +3.8% |
| Q4 2017 | $318,000 | – | 1,701 | – | 0.05% | – |
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% |