ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 387 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,346,066 | -4.3% | 6,005 | +3.6% | 0.05% | 0.0% |
| Q2 2023 | $1,407,029 | +9.4% | 5,798 | +2.2% | 0.05% | +2.0% |
| Q1 2023 | $1,286,222 | -4.4% | 5,671 | -9.6% | 0.05% | -12.1% |
| Q4 2022 | $1,345,040 | +66.5% | 6,270 | +60.3% | 0.06% | +48.7% |
| Q3 2022 | $808,000 | +74.9% | 3,912 | +74.9% | 0.04% | +85.7% |
| Q2 2022 | $462,000 | -12.0% | 2,237 | +9.0% | 0.02% | +10.5% |
| Q1 2022 | $525,000 | -20.9% | 2,052 | -9.5% | 0.02% | -13.6% |
| Q4 2021 | $664,000 | +10.3% | 2,267 | +10.5% | 0.02% | -4.3% |
| Q3 2021 | $602,000 | -18.8% | 2,052 | -13.6% | 0.02% | -17.9% |
| Q2 2021 | $741,000 | -4.1% | 2,376 | -7.6% | 0.03% | -12.5% |
| Q1 2021 | $773,000 | +14.7% | 2,571 | +9.3% | 0.03% | +6.7% |
| Q4 2020 | $674,000 | +24.4% | 2,352 | -4.1% | 0.03% | +7.1% |
| Q3 2020 | $542,000 | +4.6% | 2,452 | -2.4% | 0.03% | -6.7% |
| Q2 2020 | $518,000 | +30.5% | 2,512 | 0.0% | 0.03% | +7.1% |
| Q1 2020 | $397,000 | -36.4% | 2,512 | -13.7% | 0.03% | -22.2% |
| Q4 2019 | $624,000 | +6.1% | 2,912 | -4.6% | 0.04% | -5.3% |
| Q3 2019 | $588,000 | -5.6% | 3,051 | -1.6% | 0.04% | -7.3% |
| Q2 2019 | $623,000 | -0.2% | 3,101 | -2.2% | 0.04% | -4.7% |
| Q1 2019 | $624,000 | +11.4% | 3,171 | -4.8% | 0.04% | -17.3% |
| Q4 2018 | $560,000 | -20.8% | 3,331 | -10.8% | 0.05% | -10.3% |
| Q3 2018 | $707,000 | +4.6% | 3,736 | +16.9% | 0.06% | +13.7% |
| Q2 2018 | $676,000 | +4.0% | 3,196 | -1.7% | 0.05% | -5.6% |
| Q1 2018 | $650,000 | +9.1% | 3,251 | +1.6% | 0.05% | +1.9% |
| Q4 2017 | $596,000 | +2.1% | 3,201 | -1.2% | 0.05% | -22.1% |
| Q3 2017 | $584,000 | +3.0% | 3,241 | -3.7% | 0.07% | -1.4% |
| Q2 2017 | $567,000 | +3.3% | 3,366 | +1.5% | 0.07% | +1.5% |
| Q1 2017 | $549,000 | -2.3% | 3,316 | -8.0% | 0.07% | -9.3% |
| Q4 2016 | $562,000 | +8.9% | 3,606 | +0.1% | 0.08% | +1.4% |
| Q3 2016 | $516,000 | -0.6% | 3,601 | +0.8% | 0.07% | +1.4% |
| Q2 2016 | $519,000 | +9.0% | 3,571 | -0.9% | 0.07% | 0.0% |
| Q1 2016 | $476,000 | +10.4% | 3,602 | +4.0% | 0.07% | -2.7% |
| Q4 2015 | $431,000 | -12.6% | 3,462 | -2.1% | 0.08% | -11.8% |
| Q3 2015 | $493,000 | -7.7% | 3,537 | +2.5% | 0.08% | -8.6% |
| Q2 2015 | $534,000 | -2.9% | 3,452 | -3.4% | 0.09% | -2.1% |
| Q1 2015 | $550,000 | +9.8% | 3,574 | +1.3% | 0.10% | +1.1% |
| Q4 2014 | $501,000 | +13.9% | 3,529 | +4.1% | 0.09% | +6.8% |
| Q3 2014 | $440,000 | +12.8% | 3,390 | +20.2% | 0.09% | -1.1% |
| Q2 2014 | $390,000 | +1.6% | 2,820 | 0.0% | 0.09% | -11.9% |
| Q1 2014 | $384,000 | -2.3% | 2,820 | -2.8% | 0.10% | -3.8% |
| Q4 2013 | $393,000 | +7.7% | 2,900 | 0.0% | 0.10% | -6.2% |
| Q3 2013 | $365,000 | +13.0% | 2,900 | 0.0% | 0.11% | +5.7% |
| Q2 2013 | $323,000 | – | 2,900 | – | 0.11% | – |
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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% |