ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 387 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $7,370,000 | +748.1% | 25,153 | +750.1% | 0.01% | +600.0% |
Q3 2021 | $869,000 | -67.8% | 2,959 | -65.8% | 0.00% | -60.0% |
Q2 2021 | $2,695,000 | +5.8% | 8,647 | +2.1% | 0.01% | 0.0% |
Q1 2021 | $2,547,000 | -30.9% | 8,467 | -34.1% | 0.01% | -28.6% |
Q4 2020 | $3,684,000 | +259.4% | 12,852 | +177.7% | 0.01% | +250.0% |
Q3 2020 | $1,025,000 | +7.1% | 4,628 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $957,000 | -52.2% | 4,628 | -63.5% | 0.00% | -60.0% |
Q1 2020 | $2,004,000 | +267.0% | 12,668 | +397.0% | 0.01% | +400.0% |
Q4 2019 | $546,000 | -90.3% | 2,549 | -91.2% | 0.00% | -91.7% |
Q3 2019 | $5,608,000 | -83.0% | 29,100 | -82.3% | 0.01% | -83.1% |
Q2 2019 | $33,040,000 | +2.6% | 164,479 | +0.4% | 0.07% | -1.4% |
Q1 2019 | $32,202,000 | -5.0% | 163,745 | -18.8% | 0.07% | -14.3% |
Q4 2018 | $33,884,000 | -19.3% | 201,688 | +3.3% | 0.08% | -2.3% |
Q3 2018 | $41,975,000 | -10.4% | 195,162 | -14.9% | 0.09% | -14.0% |
Q2 2018 | $46,861,000 | -18.1% | 229,334 | -23.6% | 0.10% | -18.0% |
Q1 2018 | $57,232,000 | -9.2% | 300,325 | -11.0% | 0.12% | -6.9% |
Q4 2017 | $63,026,000 | +20.3% | 337,576 | +15.4% | 0.13% | +15.9% |
Q3 2017 | $52,372,000 | +24.0% | 292,647 | +17.0% | 0.11% | +18.9% |
Q2 2017 | $42,219,000 | +1.5% | 250,155 | -2.7% | 0.10% | 0.0% |
Q1 2017 | $41,581,000 | +15.2% | 257,207 | +9.7% | 0.10% | +10.5% |
Q4 2016 | $36,079,000 | -18.4% | 234,369 | -21.1% | 0.09% | +2.4% |
Q3 2016 | $44,220,000 | +3.8% | 296,977 | -4.4% | 0.08% | -20.0% |
Q2 2016 | $42,612,000 | +47.0% | 310,627 | +42.2% | 0.10% | +45.8% |
Q1 2016 | $28,980,000 | +0.0% | 218,415 | +5.1% | 0.07% | +1.4% |
Q4 2015 | $28,968,000 | +8.2% | 207,790 | +3.9% | 0.07% | +6.0% |
Q3 2015 | $26,785,000 | -22.5% | 199,935 | -10.6% | 0.07% | -15.2% |
Q2 2015 | $34,566,000 | +12.4% | 223,610 | +10.2% | 0.08% | +16.2% |
Q1 2015 | $30,751,000 | +7.0% | 202,910 | +0.5% | 0.07% | +6.2% |
Q4 2014 | $28,733,000 | +5.1% | 201,810 | -4.2% | 0.06% | +3.2% |
Q3 2014 | $27,327,000 | +17.9% | 210,710 | +25.9% | 0.06% | +17.0% |
Q2 2014 | $23,173,000 | +0.8% | 167,410 | -0.9% | 0.05% | 0.0% |
Q1 2014 | $22,995,000 | -12.4% | 169,010 | -12.8% | 0.05% | -13.1% |
Q4 2013 | $26,250,000 | +16.6% | 193,710 | +8.3% | 0.06% | +8.9% |
Q3 2013 | $22,513,000 | -12.2% | 178,910 | -22.2% | 0.06% | -21.1% |
Q2 2013 | $25,649,000 | – | 230,010 | – | 0.07% | – |
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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% |