ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $75,000 | -80.2% | 249 | -86.4% | 0.01% | -81.2% |
| Q2 2020 | $379,000 | -92.6% | 1,830 | -93.1% | 0.05% | -91.2% |
| Q3 2019 | $5,120,000 | -7.3% | 26,565 | -3.4% | 0.54% | -6.4% |
| Q2 2019 | $5,523,000 | +10.8% | 27,494 | +8.5% | 0.58% | -50.2% |
| Q1 2019 | $4,983,000 | +1.3% | 25,338 | -13.5% | 1.17% | -1.8% |
| Q4 2018 | $4,921,000 | -12.5% | 29,293 | +12.1% | 1.19% | +7.7% |
| Q3 2018 | $5,621,000 | +3.6% | 26,136 | -1.6% | 1.11% | +2.0% |
| Q2 2018 | $5,425,000 | -4.2% | 26,550 | -10.6% | 1.08% | -8.5% |
| Q1 2018 | $5,662,000 | +1.1% | 29,709 | -0.9% | 1.18% | +8.1% |
| Q4 2017 | $5,598,000 | +22.8% | 29,983 | +17.7% | 1.10% | +33.0% |
| Q3 2017 | $4,558,000 | -8.5% | 25,467 | -13.8% | 0.82% | -8.4% |
| Q2 2017 | $4,984,000 | +2.3% | 29,530 | -2.0% | 0.90% | +21.6% |
| Q1 2017 | $4,872,000 | +2.4% | 30,139 | -2.5% | 0.74% | +0.5% |
| Q4 2016 | $4,760,000 | -13.8% | 30,922 | -16.6% | 0.74% | +0.1% |
| Q3 2016 | $5,519,000 | +4.6% | 37,063 | -3.6% | 0.74% | +11.9% |
| Q2 2016 | $5,275,000 | +3.8% | 38,450 | +0.4% | 0.66% | +6.3% |
| Q1 2016 | $5,081,000 | -7.0% | 38,292 | -2.3% | 0.62% | +10.4% |
| Q4 2015 | $5,462,000 | +49.3% | 39,177 | +43.4% | 0.56% | +52.2% |
| Q3 2015 | $3,659,000 | -36.0% | 27,313 | -26.2% | 0.37% | -24.7% |
| Q2 2015 | $5,718,000 | +1.3% | 36,992 | -0.6% | 0.49% | +4.5% |
| Q1 2015 | $5,643,000 | +6.1% | 37,229 | -0.3% | 0.47% | +6.1% |
| Q4 2014 | $5,318,000 | +13.1% | 37,352 | +3.1% | 0.44% | +16.1% |
| Q3 2014 | $4,700,000 | -5.3% | 36,244 | +1.1% | 0.38% | -4.0% |
| Q2 2014 | $4,963,000 | -3.8% | 35,853 | -5.4% | 0.40% | +5.6% |
| Q1 2014 | $5,157,000 | +4.9% | 37,904 | +4.5% | 0.38% | -2.3% |
| Q4 2013 | $4,914,000 | +0.7% | 36,260 | -6.5% | 0.38% | -2.5% |
| Q3 2013 | $4,878,000 | +11.1% | 38,764 | -1.6% | 0.39% | +5.1% |
| Q2 2013 | $4,392,000 | – | 39,387 | – | 0.38% | – |
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% |