ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 480 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.92 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $844,559 | +38.5% | 3,217 | +0.5% | 0.09% | +16.7% |
| Q1 2018 | $610,000 | +7.4% | 3,201 | +5.3% | 0.08% | -24.3% |
| Q4 2017 | $568,000 | +4.4% | 3,040 | 0.0% | 0.10% | -1.0% |
| Q3 2017 | $544,000 | +6.0% | 3,040 | 0.0% | 0.10% | -1.0% |
| Q2 2017 | $513,000 | +14.8% | 3,040 | +1.3% | 0.10% | -18.6% |
| Q3 2016 | $447,000 | +8.5% | 3,000 | 0.0% | 0.13% | +10.3% |
| Q2 2016 | $412,000 | +3.5% | 3,000 | 0.0% | 0.12% | 0.0% |
| Q1 2016 | $398,000 | -15.0% | 3,000 | -10.8% | 0.12% | -18.2% |
| Q4 2015 | $468,000 | +2.4% | 3,362 | -1.5% | 0.14% | -2.1% |
| Q3 2015 | $457,000 | -13.3% | 3,412 | 0.0% | 0.15% | -5.2% |
| Q2 2015 | $527,000 | +1.9% | 3,412 | 0.0% | 0.15% | -0.6% |
| Q1 2015 | $517,000 | +6.4% | 3,412 | 0.0% | 0.16% | 0.0% |
| Q4 2014 | $486,000 | +9.7% | 3,412 | 0.0% | 0.16% | +5.4% |
| Q3 2014 | $443,000 | -6.1% | 3,412 | 0.0% | 0.15% | -6.4% |
| Q2 2014 | $472,000 | +1.7% | 3,412 | 0.0% | 0.16% | 0.0% |
| Q1 2014 | $464,000 | – | 3,412 | – | 0.16% | – |
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% |