ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 309 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $27,530,000 | +2.3% | 93,942 | +2.5% | 2.04% | -10.7% |
| Q3 2021 | $26,903,000 | -5.0% | 91,634 | +0.9% | 2.29% | -0.1% |
| Q2 2021 | $28,315,000 | -1.5% | 90,844 | -5.0% | 2.29% | -9.7% |
| Q1 2021 | $28,745,000 | +5.1% | 95,582 | +0.2% | 2.54% | -1.1% |
| Q4 2020 | $27,351,000 | +29.3% | 95,400 | -0.1% | 2.56% | +13.2% |
| Q3 2020 | $21,156,000 | -0.9% | 95,502 | -7.5% | 2.26% | -10.2% |
| Q2 2020 | $21,357,000 | +33.9% | 103,237 | +2.4% | 2.52% | +9.3% |
| Q1 2020 | $15,951,000 | -24.4% | 100,849 | +2.4% | 2.31% | -3.8% |
| Q4 2019 | $21,090,000 | +17.9% | 98,450 | +6.1% | 2.40% | +9.2% |
| Q3 2019 | $17,887,000 | -4.6% | 92,807 | -0.6% | 2.20% | -6.5% |
| Q2 2019 | $18,752,000 | -13.3% | 93,354 | -15.1% | 2.35% | -16.3% |
| Q1 2019 | $21,632,000 | +17.3% | 109,996 | +0.2% | 2.81% | +4.4% |
| Q4 2018 | $18,449,000 | -13.7% | 109,818 | +10.5% | 2.69% | -5.1% |
| Q3 2018 | $21,378,000 | +6.5% | 99,396 | +1.1% | 2.84% | -0.4% |
| Q2 2018 | $20,080,000 | +16.5% | 98,271 | +8.7% | 2.85% | +18.2% |
| Q1 2018 | $17,236,000 | +5.4% | 90,445 | +3.2% | 2.41% | +3.7% |
| Q4 2017 | $16,358,000 | +2.4% | 87,615 | -1.8% | 2.32% | -3.0% |
| Q3 2017 | $15,975,000 | +6.8% | 89,264 | +0.7% | 2.39% | +4.5% |
| Q2 2017 | $14,958,000 | +10.4% | 88,631 | +5.7% | 2.29% | +5.1% |
| Q1 2017 | $13,551,000 | +9.6% | 83,826 | +4.3% | 2.18% | +2.0% |
| Q4 2016 | $12,367,000 | +46.7% | 80,336 | +41.9% | 2.14% | +43.0% |
| Q3 2016 | $8,431,000 | +9.8% | 56,623 | +1.2% | 1.50% | +6.2% |
| Q2 2016 | $7,676,000 | +5.9% | 55,957 | +2.3% | 1.41% | +13.5% |
| Q1 2016 | $7,251,000 | -1.4% | 54,683 | +3.6% | 1.24% | -4.4% |
| Q4 2015 | $7,351,000 | +5.3% | 52,781 | +1.3% | 1.30% | +2.3% |
| Q3 2015 | $6,978,000 | -10.6% | 52,084 | +3.1% | 1.27% | -5.7% |
| Q2 2015 | $7,806,000 | +3.8% | 50,497 | +1.7% | 1.34% | +1.3% |
| Q1 2015 | $7,522,000 | +8.9% | 49,636 | +2.3% | 1.33% | -19.8% |
| Q4 2014 | $6,910,000 | +11.5% | 48,530 | +1.6% | 1.66% | +10.7% |
| Q3 2014 | $6,198,000 | -1.9% | 47,788 | +5.9% | 1.50% | -0.3% |
| Q2 2014 | $6,320,000 | +6.0% | 45,125 | +3.0% | 1.50% | +5.4% |
| Q1 2014 | $5,963,000 | +3.8% | 43,826 | +3.4% | 1.42% | +1.1% |
| Q4 2013 | $5,743,000 | +7.7% | 42,385 | +1.0% | 1.41% | -5.1% |
| Q3 2013 | $5,332,000 | +15.4% | 41,948 | +2.7% | 1.48% | +8.3% |
| Q2 2013 | $4,621,000 | – | 40,840 | – | 1.37% | – |
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% |