ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 405 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $970,310 | -6.2% | 3,696 | -3.2% | 0.03% | -12.9% |
Q1 2024 | $1,033,914 | +12.8% | 3,818 | +5.0% | 0.03% | 0.0% |
Q4 2023 | $916,819 | +5.6% | 3,635 | -6.2% | 0.03% | -6.1% |
Q3 2023 | $868,581 | -12.4% | 3,875 | -5.2% | 0.03% | -8.3% |
Q2 2023 | $991,751 | +4.3% | 4,087 | -2.6% | 0.04% | -2.7% |
Q1 2023 | $951,283 | +109494.8% | 4,194 | +3.7% | 0.04% | +2.8% |
Q4 2022 | $868 | -99.9% | 4,044 | +1.8% | 0.04% | -2.7% |
Q3 2022 | $821,000 | +22.9% | 3,973 | +22.7% | 0.04% | +32.1% |
Q2 2022 | $668,000 | -19.3% | 3,239 | 0.0% | 0.03% | -3.4% |
Q1 2022 | $828,000 | +0.6% | 3,239 | +15.3% | 0.03% | +7.4% |
Q4 2021 | $823,000 | -9.9% | 2,809 | -9.7% | 0.03% | -18.2% |
Q3 2021 | $913,000 | +11.9% | 3,110 | +18.7% | 0.03% | +13.8% |
Q2 2021 | $816,000 | +3.6% | 2,619 | 0.0% | 0.03% | -3.3% |
Q1 2021 | $788,000 | +4.9% | 2,619 | 0.0% | 0.03% | 0.0% |
Q4 2020 | $751,000 | +29.5% | 2,619 | 0.0% | 0.03% | +11.1% |
Q3 2020 | $580,000 | +7.0% | 2,619 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $542,000 | +30.9% | 2,619 | 0.0% | 0.03% | +12.5% |
Q1 2020 | $414,000 | -26.2% | 2,619 | 0.0% | 0.02% | -4.0% |
Q4 2019 | $561,000 | +11.1% | 2,619 | 0.0% | 0.02% | +4.2% |
Q3 2019 | $505,000 | -4.0% | 2,619 | 0.0% | 0.02% | -4.0% |
Q2 2019 | $526,000 | +2.1% | 2,619 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $515,000 | +14.7% | 2,619 | -2.0% | 0.02% | 0.0% |
Q4 2018 | $449,000 | -20.2% | 2,672 | +2.0% | 0.02% | -10.7% |
Q3 2018 | $563,000 | +14.0% | 2,619 | +8.4% | 0.03% | -9.7% |
Q2 2018 | $494,000 | +7.2% | 2,417 | 0.0% | 0.03% | +6.9% |
Q1 2018 | $461,000 | +2.2% | 2,417 | 0.0% | 0.03% | +3.6% |
Q4 2017 | $451,000 | +4.2% | 2,417 | 0.0% | 0.03% | -15.2% |
Q3 2017 | $433,000 | +6.1% | 2,417 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $408,000 | -4.4% | 2,417 | -8.5% | 0.03% | 0.0% |
Q1 2017 | $427,000 | +4.9% | 2,641 | 0.0% | 0.03% | -5.7% |
Q4 2016 | $407,000 | +3.6% | 2,641 | 0.0% | 0.04% | -23.9% |
Q3 2016 | $393,000 | +8.6% | 2,641 | 0.0% | 0.05% | +9.5% |
Q2 2016 | $362,000 | +3.4% | 2,641 | 0.0% | 0.04% | +7.7% |
Q1 2016 | $350,000 | -4.9% | 2,641 | 0.0% | 0.04% | 0.0% |
Q4 2015 | $368,000 | +4.0% | 2,641 | 0.0% | 0.04% | +2.6% |
Q3 2015 | $354,000 | -13.2% | 2,641 | 0.0% | 0.04% | -2.6% |
Q2 2015 | $408,000 | +2.0% | 2,641 | 0.0% | 0.04% | +11.4% |
Q1 2015 | $400,000 | +6.4% | 2,641 | 0.0% | 0.04% | +2.9% |
Q4 2014 | $376,000 | +2.7% | 2,641 | 0.0% | 0.03% | +9.7% |
Q2 2014 | $366,000 | +2.2% | 2,641 | 0.0% | 0.03% | -16.2% |
Q4 2013 | $358,000 | +7.8% | 2,641 | 0.0% | 0.04% | +5.7% |
Q3 2013 | $332,000 | +12.5% | 2,641 | 0.0% | 0.04% | 0.0% |
Q2 2013 | $295,000 | – | 2,641 | – | 0.04% | – |
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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% |