ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 647 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,867,000 | +9.4% | 13,327 | +3.9% | 0.61% | +5.0% |
| Q2 2018 | $2,621,000 | +161.8% | 12,826 | +144.4% | 0.58% | +291.9% |
| Q1 2018 | $1,001,000 | -60.9% | 5,248 | -61.7% | 0.15% | -56.3% |
| Q4 2017 | $2,559,000 | +281.4% | 13,706 | +230.6% | 0.34% | +323.8% |
| Q1 2017 | $671,000 | -44.6% | 4,146 | -47.3% | 0.08% | -44.4% |
| Q4 2016 | $1,211,000 | +64.3% | 7,861 | +58.8% | 0.14% | +80.0% |
| Q3 2016 | $737,000 | +36750.0% | 4,949 | +61762.5% | 0.08% | – |
| Q2 2016 | $2,000 | -60.0% | 8 | -78.4% | 0.00% | – |
| Q1 2016 | $5,000 | -97.2% | 37 | -97.1% | 0.00% | -100.0% |
| Q4 2015 | $179,000 | -95.2% | 1,285 | -95.4% | 0.01% | -95.7% |
| Q3 2015 | $3,761,000 | -25.6% | 28,073 | -14.2% | 0.30% | -16.6% |
| Q2 2015 | $5,058,000 | +0.1% | 32,719 | -1.9% | 0.36% | +2.8% |
| Q1 2015 | $5,055,000 | +994.2% | 33,354 | +929.4% | 0.35% | +877.8% |
| Q4 2014 | $462,000 | +9140.0% | 3,240 | +10351.6% | 0.04% | – |
| Q3 2014 | $5,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q2 2014 | $5,000 | -99.6% | 31 | -99.6% | 0.00% | -100.0% |
| Q1 2014 | $1,135,000 | +49.7% | 8,336 | +49.1% | 0.11% | +37.8% |
| Q4 2013 | $758,000 | +167.8% | 5,592 | +149.0% | 0.08% | +121.6% |
| Q3 2013 | $283,000 | +573.8% | 2,246 | +508.7% | 0.04% | +428.6% |
| Q2 2013 | $42,000 | – | 369 | – | 0.01% | – |
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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% |