ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 603 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,145,000 | -57.2% | 5,323 | -59.4% | 0.07% | -40.7% |
| Q2 2018 | $2,676,000 | +966.1% | 13,100 | +895.4% | 0.12% | +742.9% |
| Q1 2018 | $251,000 | -97.4% | 1,316 | -97.5% | 0.01% | -97.3% |
| Q4 2017 | $9,758,000 | +971.1% | 52,266 | +868.6% | 0.52% | +310.3% |
| Q2 2017 | $911,000 | +5.1% | 5,396 | -4.1% | 0.13% | +37.0% |
| Q4 2016 | $867,000 | -88.0% | 5,629 | -89.7% | 0.09% | -90.9% |
| Q1 2016 | $7,245,000 | -66.4% | 54,603 | -60.9% | 1.01% | -47.7% |
| Q2 2015 | $21,564,000 | +1003.6% | 139,500 | +888.3% | 1.92% | +651.6% |
| Q2 2014 | $1,954,000 | -75.0% | 14,115 | -75.4% | 0.26% | -76.2% |
| Q1 2014 | $7,815,000 | -64.8% | 57,439 | -64.9% | 1.08% | -51.6% |
| Q4 2013 | $22,203,000 | +249.1% | 163,850 | +224.2% | 2.22% | +258.4% |
| Q3 2013 | $6,360,000 | – | 50,540 | – | 0.62% | – |
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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% |