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 2023 | $285,566 | +3.4% | 1,259 | -2.2% | 0.04% | +8.6% |
| Q4 2022 | $276,087 | -31.0% | 1,287 | -33.6% | 0.04% | -35.2% |
| Q3 2022 | $400,000 | +79.4% | 1,937 | +122.4% | 0.05% | +116.0% |
| Q1 2022 | $223,000 | -24.9% | 871 | -14.1% | 0.02% | -19.4% |
| Q4 2021 | $297,000 | -11.1% | 1,014 | -11.0% | 0.03% | -16.2% |
| Q3 2021 | $334,000 | -36.4% | 1,139 | -32.4% | 0.04% | -37.3% |
| Q2 2021 | $525,000 | -3.0% | 1,684 | -6.4% | 0.06% | -15.7% |
| Q1 2021 | $541,000 | +3.2% | 1,799 | -1.5% | 0.07% | -4.1% |
| Q4 2020 | $524,000 | -17.0% | 1,826 | -35.9% | 0.07% | -31.8% |
| Q3 2020 | $631,000 | +127.0% | 2,850 | +112.4% | 0.11% | +109.8% |
| Q2 2020 | $278,000 | +36.9% | 1,342 | +4.6% | 0.05% | +4.1% |
| Q1 2020 | $203,000 | -31.9% | 1,283 | -7.9% | 0.05% | -12.5% |
| Q4 2019 | $298,000 | +8.0% | 1,393 | -2.8% | 0.06% | +7.7% |
| Q3 2019 | $276,000 | -18.6% | 1,433 | -15.1% | 0.05% | -27.8% |
| Q2 2019 | $339,000 | +1.2% | 1,687 | -0.9% | 0.07% | +1.4% |
| Q1 2019 | $335,000 | +25.9% | 1,702 | +7.5% | 0.07% | +7.6% |
| Q4 2018 | $266,000 | -24.0% | 1,583 | -2.8% | 0.07% | -9.6% |
| Q3 2018 | $350,000 | -0.8% | 1,628 | -5.8% | 0.07% | -2.7% |
| Q2 2018 | $353,000 | -84.3% | 1,728 | -85.3% | 0.08% | -80.9% |
| Q1 2018 | $2,243,000 | +567.6% | 11,768 | +553.4% | 0.39% | +415.8% |
| Q4 2017 | $336,000 | +4.3% | 1,801 | 0.0% | 0.08% | -22.4% |
| Q3 2017 | $322,000 | +5.9% | 1,801 | 0.0% | 0.10% | +10.1% |
| Q2 2017 | $304,000 | +4.1% | 1,801 | -0.2% | 0.09% | +1.1% |
| Q1 2017 | $292,000 | -7.0% | 1,804 | -11.5% | 0.09% | -10.2% |
| Q4 2016 | $314,000 | -88.9% | 2,039 | -89.3% | 0.10% | -89.0% |
| Q3 2016 | $2,833,000 | +993.8% | 19,028 | +907.3% | 0.89% | +987.8% |
| Q2 2016 | $259,000 | -9.8% | 1,889 | -12.7% | 0.08% | -8.9% |
| Q1 2016 | $287,000 | +10.0% | 2,165 | +15.3% | 0.09% | +18.4% |
| Q4 2015 | $261,000 | +4.0% | 1,877 | 0.0% | 0.08% | +4.1% |
| Q3 2015 | $251,000 | -13.1% | 1,877 | +0.3% | 0.07% | -7.6% |
| Q2 2015 | $289,000 | +1.8% | 1,872 | 0.0% | 0.08% | +8.2% |
| Q1 2015 | $284,000 | -4.4% | 1,872 | -10.3% | 0.07% | -29.1% |
| Q4 2014 | $297,000 | +11.2% | 2,087 | +1.3% | 0.10% | -15.6% |
| Q3 2014 | $267,000 | -40.8% | 2,061 | -36.8% | 0.12% | -41.9% |
| Q2 2014 | $451,000 | -6.6% | 3,260 | -8.2% | 0.21% | -12.9% |
| Q1 2014 | $483,000 | +13.4% | 3,552 | +13.1% | 0.24% | +10.6% |
| Q4 2013 | $426,000 | +6.5% | 3,141 | -1.2% | 0.22% | -6.0% |
| Q3 2013 | $400,000 | +53.8% | 3,179 | +36.7% | 0.23% | +31.8% |
| Q2 2013 | $260,000 | – | 2,325 | – | 0.18% | – |
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% |