ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,345,777 | -17.2% | 10,935 | +13.1% | 0.00% | 0.0% |
| Q4 2021 | $2,833,000 | +189.4% | 9,668 | +111.4% | 0.00% | +100.0% |
| Q4 2019 | $979,000 | -5.4% | 4,573 | -14.9% | 0.00% | 0.0% |
| Q3 2019 | $1,035,000 | -76.2% | 5,373 | -75.2% | 0.00% | -80.0% |
| Q2 2019 | $4,353,000 | +23.9% | 21,673 | +21.3% | 0.01% | +25.0% |
| Q1 2019 | $3,514,000 | +123.8% | 17,873 | +91.2% | 0.00% | +100.0% |
| Q4 2018 | $1,570,000 | +110.2% | 9,348 | +169.2% | 0.00% | +100.0% |
| Q3 2018 | $747,000 | -10.1% | 3,473 | -14.6% | 0.00% | 0.0% |
| Q2 2018 | $831,000 | -4.5% | 4,066 | -10.9% | 0.00% | 0.0% |
| Q1 2018 | $870,000 | -28.8% | 4,563 | -30.3% | 0.00% | 0.0% |
| Q4 2017 | $1,222,000 | -34.6% | 6,547 | -37.3% | 0.00% | -50.0% |
| Q3 2017 | $1,868,000 | +10.1% | 10,439 | +3.9% | 0.00% | 0.0% |
| Q2 2017 | $1,696,000 | +3.0% | 10,048 | -1.3% | 0.00% | 0.0% |
| Q1 2017 | $1,647,000 | +9.5% | 10,185 | +4.3% | 0.00% | 0.0% |
| Q4 2016 | $1,504,000 | -34.3% | 9,768 | -36.5% | 0.00% | -33.3% |
| Q3 2016 | $2,290,000 | +980.2% | 15,382 | +1020.3% | 0.00% | – |
| Q2 2015 | $212,000 | – | 1,373 | – | 0.00% | – |
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% |