ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 617 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 5.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,672,103 | -11.5% | 17,796 | -8.7% | 0.11% | -14.9% |
Q1 2024 | $5,278,539 | +7.3% | 19,492 | -0.1% | 0.13% | -2.9% |
Q4 2023 | $4,921,400 | +5.7% | 19,512 | -6.1% | 0.14% | -9.2% |
Q3 2023 | $4,655,850 | -7.6% | 20,771 | 0.0% | 0.15% | -5.0% |
Q2 2023 | $5,040,324 | +2.7% | 20,771 | -4.0% | 0.16% | -3.0% |
Q1 2023 | $4,908,416 | +4.9% | 21,640 | -0.8% | 0.16% | -3.5% |
Q4 2022 | $4,680,641 | +107.3% | 21,819 | +99.3% | 0.17% | +271.7% |
Q2 2022 | $2,258,000 | +645.2% | 10,950 | +824.1% | 0.05% | +360.0% |
Q1 2022 | $303,000 | +27.8% | 1,185 | +20.2% | 0.01% | -9.1% |
Q3 2021 | $237,000 | +14.5% | 986 | +36.6% | 0.01% | -8.3% |
Q4 2020 | $207,000 | -16.9% | 722 | -37.6% | 0.01% | -47.8% |
Q3 2018 | $249,000 | -29.7% | 1,157 | -33.2% | 0.02% | -36.1% |
Q2 2018 | $354,000 | -0.8% | 1,732 | -7.4% | 0.04% | -7.7% |
Q1 2018 | $357,000 | +11.6% | 1,871 | +9.2% | 0.04% | +11.4% |
Q4 2017 | $320,000 | – | 1,713 | – | 0.04% | – |
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% |