ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 626 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 2.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $268,568 | +31.9% | 1,023 | +36.0% | 0.01% | +33.3% |
Q1 2024 | $203,642 | -1.2% | 752 | -8.0% | 0.01% | -14.3% |
Q4 2023 | $206,064 | +12.5% | 817 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $183,131 | -7.6% | 817 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $198,253 | -6.1% | 817 | -12.2% | 0.01% | -12.5% |
Q1 2023 | $211,169 | +109883.9% | 931 | +4.3% | 0.01% | 0.0% |
Q4 2022 | $192 | -99.9% | 893 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $184,000 | -13.2% | 893 | -13.2% | 0.01% | -11.1% |
Q2 2022 | $212,000 | -23.2% | 1,029 | -4.6% | 0.01% | -10.0% |
Q1 2022 | $276,000 | -12.7% | 1,079 | 0.0% | 0.01% | -16.7% |
Q4 2021 | $316,000 | -0.3% | 1,079 | 0.0% | 0.01% | -7.7% |
Q3 2021 | $317,000 | -5.7% | 1,079 | 0.0% | 0.01% | -7.1% |
Q2 2021 | $336,000 | +3.1% | 1,079 | -0.4% | 0.01% | -6.7% |
Q1 2021 | $326,000 | -10.4% | 1,083 | -14.8% | 0.02% | -21.1% |
Q4 2020 | $364,000 | +53.6% | 1,271 | +18.8% | 0.02% | +35.7% |
Q3 2020 | $237,000 | +5.8% | 1,070 | -1.0% | 0.01% | 0.0% |
Q2 2020 | $224,000 | +31.0% | 1,081 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $171,000 | -34.5% | 1,081 | -11.2% | 0.01% | -12.5% |
Q4 2019 | $261,000 | +33.2% | 1,218 | +19.6% | 0.02% | +23.1% |
Q3 2019 | $196,000 | +15.3% | 1,018 | +20.2% | 0.01% | +8.3% |
Q2 2019 | $170,000 | -99.9% | 847 | -3.8% | 0.01% | 0.0% |
Q1 2019 | $173,061,000 | +14.1% | 880 | -2.5% | 0.01% | -7.7% |
Q4 2018 | $151,704,000 | -24.0% | 903 | -2.7% | 0.01% | -13.3% |
Q3 2018 | $199,594,000 | +1.9% | 928 | -3.2% | 0.02% | -6.2% |
Q2 2018 | $195,952,000 | +0.4% | 959 | -6.3% | 0.02% | 0.0% |
Q1 2018 | $195,144,000 | +1.1% | 1,024 | -1.0% | 0.02% | 0.0% |
Q4 2017 | $193,048,000 | +4.3% | 1,034 | 0.0% | 0.02% | +6.7% |
Q3 2017 | $185,045,000 | -2.5% | 1,034 | -8.0% | 0.02% | -11.8% |
Q2 2017 | $189,697,000 | +4.4% | 1,124 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $181,706,000 | +5.0% | 1,124 | 0.0% | 0.02% | -19.0% |
Q4 2016 | $173,029,000 | -5.6% | 1,124 | -15.9% | 0.02% | -8.7% |
Q2 2016 | $183,272,000 | -26.0% | 1,336 | -28.4% | 0.02% | -30.3% |
Q1 2016 | $247,583,000 | -6.1% | 1,867 | -1.4% | 0.03% | -13.2% |
Q4 2015 | $263,657,000 | +72.6% | 1,893 | +60.7% | 0.04% | +18.8% |
Q3 2015 | $152,775,000 | +26.6% | 1,178 | +35.1% | 0.03% | +18.5% |
Q2 2015 | $120,702,000 | -73.8% | 872 | -71.4% | 0.03% | -64.5% |
Q1 2015 | $461,470,000 | +481.9% | 3,045 | +446.7% | 0.08% | +192.3% |
Q4 2014 | $79,306,000 | -48.1% | 557 | -52.7% | 0.03% | -13.3% |
Q3 2014 | $152,775,000 | +367.7% | 1,178 | +399.2% | 0.03% | +130.8% |
Q2 2014 | $32,667,000 | +1.7% | 236 | 0.0% | 0.01% | -31.6% |
Q1 2014 | $32,110,000 | +0.4% | 236 | 0.0% | 0.02% | -34.5% |
Q4 2013 | $31,980,000 | – | 236 | – | 0.03% | – |
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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% |