ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 558 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 7.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $233,000 | +11.0% | 1,089 | 0.0% | 0.02% | +5.9% |
| Q3 2019 | $210,000 | -25.3% | 1,089 | -23.9% | 0.02% | -19.0% |
| Q1 2019 | $281,000 | +13.3% | 1,431 | -3.0% | 0.02% | +5.0% |
| Q4 2018 | $248,000 | -18.7% | 1,476 | +4.0% | 0.02% | -13.0% |
| Q3 2018 | $305,000 | +12.1% | 1,419 | +6.7% | 0.02% | +9.5% |
| Q2 2018 | $272,000 | +7.9% | 1,330 | +0.5% | 0.02% | +5.0% |
| Q1 2018 | $252,000 | +2.0% | 1,323 | 0.0% | 0.02% | +5.3% |
| Q4 2017 | $247,000 | +10.8% | 1,323 | 0.0% | 0.02% | -13.6% |
| Q2 2017 | $223,000 | +7.7% | 1,323 | +3.1% | 0.02% | +4.8% |
| Q1 2017 | $207,000 | -8.0% | 1,283 | -15.2% | 0.02% | -16.0% |
| Q3 2016 | $225,000 | +8.2% | 1,513 | 0.0% | 0.02% | -3.8% |
| Q2 2016 | $208,000 | – | 1,513 | – | 0.03% | – |
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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% |