ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 645 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $215,967 | +7.0% | 890 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $201,870 | -11.5% | 890 | 0.0% | 0.04% | -2.7% |
| Q1 2022 | $228,000 | -12.6% | 890 | 0.0% | 0.04% | -15.9% |
| Q4 2021 | $261,000 | 0.0% | 890 | 0.0% | 0.04% | -10.2% |
| Q3 2021 | $261,000 | -5.8% | 890 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $277,000 | +3.4% | 890 | 0.0% | 0.05% | -3.8% |
| Q1 2021 | $268,000 | +5.1% | 890 | 0.0% | 0.05% | -5.5% |
| Q4 2020 | $255,000 | +14.9% | 890 | -21.2% | 0.06% | -21.4% |
| Q1 2019 | $222,000 | +11.0% | 1,130 | +21.5% | 0.07% | +11.1% |
| Q3 2018 | $200,000 | – | 930 | – | 0.06% | – |
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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% |