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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,594,000 | +808.1% | 29,026 | +845.8% | 0.29% | +784.8% |
| Q2 2019 | $616,000 | +27.0% | 3,069 | +24.4% | 0.03% | +32.0% |
| Q1 2019 | $485,000 | +25.0% | 2,467 | +6.9% | 0.02% | +13.6% |
| Q4 2018 | $388,000 | -21.8% | 2,307 | 0.0% | 0.02% | +4.8% |
| Q3 2018 | $496,000 | +5.3% | 2,307 | 0.0% | 0.02% | +75.0% |
| Q2 2018 | $471,000 | +7.0% | 2,307 | 0.0% | 0.01% | +9.1% |
| Q1 2018 | $440,000 | +0.7% | 2,307 | -1.5% | 0.01% | +22.2% |
| Q4 2017 | $437,000 | +5.0% | 2,342 | +0.6% | 0.01% | 0.0% |
| Q3 2017 | $416,000 | +3.7% | 2,327 | -2.1% | 0.01% | 0.0% |
| Q2 2017 | $401,000 | -20.6% | 2,377 | -23.9% | 0.01% | -25.0% |
| Q1 2017 | $505,000 | -70.5% | 3,122 | -71.9% | 0.01% | -70.7% |
| Q4 2016 | $1,711,000 | +383.3% | 11,112 | +366.9% | 0.04% | +355.6% |
| Q3 2016 | $354,000 | -1.7% | 2,380 | -9.2% | 0.01% | 0.0% |
| Q2 2016 | $360,000 | -13.0% | 2,621 | -16.0% | 0.01% | -10.0% |
| Q1 2016 | $414,000 | -4.8% | 3,121 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $435,000 | +4.1% | 3,121 | 0.0% | 0.01% | -37.5% |
| Q3 2015 | $418,000 | -13.3% | 3,121 | 0.0% | 0.02% | -20.0% |
| Q2 2015 | $482,000 | +1.9% | 3,121 | 0.0% | 0.02% | +5.3% |
| Q1 2015 | $473,000 | 0.0% | 3,121 | -6.0% | 0.02% | -5.0% |
| Q4 2014 | $473,000 | +9.7% | 3,321 | 0.0% | 0.02% | +11.1% |
| Q3 2014 | $431,000 | -6.3% | 3,321 | 0.0% | 0.02% | -10.0% |
| Q2 2014 | $460,000 | +28.1% | 3,321 | +25.7% | 0.02% | +25.0% |
| Q1 2014 | $359,000 | +0.3% | 2,641 | 0.0% | 0.02% | -5.9% |
| Q4 2013 | $358,000 | +7.8% | 2,641 | 0.0% | 0.02% | -5.6% |
| Q3 2013 | $332,000 | +12.9% | 2,641 | 0.0% | 0.02% | +28.6% |
| Q2 2013 | $294,000 | – | 2,641 | – | 0.01% | – |
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% |