ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 644 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $654,000 | -16.2% | 2,227 | -10.9% | 0.00% | -25.0% |
| Q2 2021 | $780,000 | -97.1% | 2,500 | -97.2% | 0.00% | -96.7% |
| Q1 2021 | $26,675,000 | -48.7% | 88,700 | -51.1% | 0.12% | -56.4% |
| Q4 2020 | $52,038,000 | +1769.9% | 181,504 | +1297.2% | 0.28% | +1384.2% |
| Q4 2019 | $2,783,000 | -29.5% | 12,991 | -33.4% | 0.02% | -38.7% |
| Q3 2019 | $3,948,000 | -41.0% | 19,500 | -42.3% | 0.03% | -43.6% |
| Q2 2019 | $6,686,000 | +4675.7% | 33,793 | +4646.2% | 0.06% | +5400.0% |
| Q1 2019 | $140,000 | – | 712 | – | 0.00% | – |
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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% |