ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $1,084,000 | -68.2% | 5,058 | -69.7% | 0.02% | -71.4% |
Q2 2018 | $3,412,000 | +7.2% | 16,700 | 0.0% | 0.06% | 0.0% |
Q1 2018 | $3,183,000 | -12.1% | 16,700 | -13.9% | 0.06% | -11.3% |
Q4 2017 | $3,622,000 | +4.3% | 19,400 | 0.0% | 0.07% | -2.7% |
Q3 2017 | $3,472,000 | +6.0% | 19,400 | 0.0% | 0.07% | +7.4% |
Q2 2017 | $3,274,000 | -28.4% | 19,400 | -31.4% | 0.07% | -33.3% |
Q1 2017 | $4,575,000 | +4.7% | 28,300 | -0.3% | 0.10% | +2.0% |
Q4 2016 | $4,368,000 | – | 28,373 | – | 0.10% | – |
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% |