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 | ||||
---|---|---|---|---|---|---|
Q4 2020 | $276,000 | +32.7% | 961 | +2.1% | 0.05% | +11.9% |
Q3 2020 | $208,000 | -35.4% | 941 | -54.1% | 0.04% | -49.4% |
Q1 2020 | $322,000 | -42.1% | 2,049 | -21.1% | 0.08% | -37.6% |
Q4 2019 | $556,000 | -28.9% | 2,596 | -36.1% | 0.13% | -39.5% |
Q3 2019 | $782,000 | -17.5% | 4,064 | -14.1% | 0.22% | -13.0% |
Q2 2019 | $948,000 | -39.5% | 4,729 | -40.7% | 0.25% | -31.4% |
Q1 2019 | $1,568,000 | -23.1% | 7,969 | -34.1% | 0.37% | -5.1% |
Q4 2018 | $2,038,000 | -26.3% | 12,099 | -5.8% | 0.39% | -12.6% |
Q3 2018 | $2,767,000 | +11.9% | 12,850 | +6.3% | 0.44% | +3.7% |
Q2 2018 | $2,472,000 | +48.6% | 12,093 | +38.8% | 0.43% | +38.8% |
Q1 2018 | $1,663,000 | +28.6% | 8,712 | +25.5% | 0.31% | +24.1% |
Q4 2017 | $1,293,000 | +9.8% | 6,942 | +5.1% | 0.25% | -2.4% |
Q3 2017 | $1,178,000 | +12.9% | 6,603 | +6.6% | 0.26% | +6.2% |
Q2 2017 | $1,043,000 | +93.5% | 6,195 | +85.6% | 0.24% | +79.1% |
Q1 2017 | $539,000 | +71.7% | 3,338 | +63.9% | 0.13% | +55.8% |
Q4 2016 | $314,000 | +6.1% | 2,036 | +2.7% | 0.09% | 0.0% |
Q3 2016 | $296,000 | +8.8% | 1,983 | 0.0% | 0.09% | +1.2% |
Q2 2016 | $272,000 | -0.4% | 1,983 | -3.4% | 0.08% | -4.5% |
Q1 2016 | $273,000 | -16.0% | 2,053 | -11.7% | 0.09% | -19.8% |
Q4 2015 | $325,000 | +9.4% | 2,324 | +5.0% | 0.11% | +3.7% |
Q3 2015 | $297,000 | -13.4% | 2,213 | 0.0% | 0.11% | -6.1% |
Q2 2015 | $343,000 | +70.6% | 2,213 | +68.5% | 0.11% | +65.2% |
Q1 2015 | $201,000 | – | 1,313 | – | 0.07% | – |
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% |