ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 485 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 5.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,003 | -7.7% | 1,615 | -0.1% | 0.02% | 0.0% |
| Q2 2023 | $392,127 | +35.0% | 1,616 | +26.2% | 0.02% | +40.0% |
| Q1 2023 | $290,557 | +5.7% | 1,281 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $274,800 | +3.7% | 1,281 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $265,000 | +0.4% | 1,281 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $264,000 | -19.5% | 1,281 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $328,000 | -12.5% | 1,281 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $375,000 | -0.3% | 1,281 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $376,000 | -5.8% | 1,281 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $399,000 | +2.6% | 1,281 | -0.9% | 0.02% | -4.8% |
| Q1 2021 | $389,000 | +5.1% | 1,292 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $370,000 | +27.6% | 1,292 | -1.1% | 0.02% | +10.0% |
| Q3 2020 | $290,000 | +7.4% | 1,307 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $270,000 | +24.4% | 1,307 | -4.6% | 0.02% | +5.3% |
| Q1 2020 | $217,000 | -36.0% | 1,370 | -13.3% | 0.02% | -13.6% |
| Q4 2019 | $339,000 | +11.1% | 1,581 | 0.0% | 0.02% | -12.0% |
| Q3 2019 | $305,000 | -4.1% | 1,581 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $318,000 | +2.3% | 1,581 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $311,000 | +16.9% | 1,581 | 0.0% | 0.03% | +4.0% |
| Q4 2018 | $266,000 | -23.3% | 1,581 | -2.1% | 0.02% | -10.7% |
| Q3 2018 | $347,000 | +5.2% | 1,615 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $330,000 | +9.3% | 1,615 | +2.0% | 0.03% | +7.7% |
| Q1 2018 | $302,000 | +1.0% | 1,584 | -1.2% | 0.03% | +4.0% |
| Q4 2017 | $299,000 | +2.4% | 1,604 | -1.8% | 0.02% | 0.0% |
| Q3 2017 | $292,000 | +5.8% | 1,633 | -0.2% | 0.02% | 0.0% |
| Q2 2017 | $276,000 | +4.5% | 1,636 | 0.0% | 0.02% | +4.2% |
| Q1 2017 | $264,000 | +4.8% | 1,636 | 0.0% | 0.02% | +4.3% |
| Q4 2016 | $252,000 | – | 1,636 | – | 0.02% | – |
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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% |