ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 603 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297 | -7.8% | 1,329 | 0.0% | 0.02% | -7.7% |
| Q2 2023 | $322 | +7.0% | 1,329 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $301 | +5.6% | 1,329 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $285 | -99.9% | 1,329 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $274,000 | 0.0% | 1,329 | 0.0% | 0.02% | +8.7% |
| Q2 2022 | $274,000 | -19.2% | 1,329 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $339,000 | -12.9% | 1,329 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $389,000 | -0.3% | 1,329 | 0.0% | 0.03% | -10.0% |
| Q3 2021 | $390,000 | -5.8% | 1,329 | 0.0% | 0.03% | -6.2% |
| Q2 2021 | $414,000 | +3.8% | 1,329 | 0.0% | 0.03% | -5.9% |
| Q1 2021 | $399,000 | +4.7% | 1,329 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $381,000 | +29.6% | 1,329 | 0.0% | 0.03% | +17.2% |
| Q3 2020 | $294,000 | +6.9% | 1,329 | 0.0% | 0.03% | -3.3% |
| Q2 2020 | $275,000 | +31.0% | 1,329 | 0.0% | 0.03% | +7.1% |
| Q1 2020 | $210,000 | -26.3% | 1,329 | 0.0% | 0.03% | -6.7% |
| Q4 2019 | $285,000 | +11.3% | 1,329 | 0.0% | 0.03% | +7.1% |
| Q3 2019 | $256,000 | -4.1% | 1,329 | 0.0% | 0.03% | -3.4% |
| Q2 2019 | $267,000 | +2.3% | 1,329 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $261,000 | +17.0% | 1,329 | 0.0% | 0.03% | +3.6% |
| Q4 2018 | $223,000 | -22.0% | 1,329 | 0.0% | 0.03% | -12.5% |
| Q3 2018 | $286,000 | +5.1% | 1,329 | 0.0% | 0.03% | -3.0% |
| Q2 2018 | $272,000 | -2.2% | 1,329 | -9.0% | 0.03% | -5.7% |
| Q1 2018 | $278,000 | – | 1,460 | – | 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% |