ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 645 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,951 | -98.0% | 9,094 | +1855.7% | 0.02% | +1900.0% |
| Q3 2022 | $96,000 | -87.7% | 465 | -82.6% | 0.00% | -85.7% |
| Q4 2021 | $781,000 | +829.8% | 2,665 | +809.6% | 0.01% | +600.0% |
| Q4 2020 | $84,000 | +100.0% | 293 | +10.6% | 0.00% | 0.0% |
| Q1 2020 | $42,000 | -89.0% | 265 | -85.2% | 0.00% | -80.0% |
| Q4 2019 | $383,000 | -80.5% | 1,789 | -84.7% | 0.01% | -87.2% |
| Q4 2018 | $1,966,000 | +609.7% | 11,701 | +690.1% | 0.04% | +680.0% |
| Q4 2017 | $277,000 | -38.6% | 1,481 | -54.3% | 0.01% | -54.5% |
| Q4 2015 | $451,000 | – | 3,239 | – | 0.01% | – |
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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% |