ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 644 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,020 | -7.5% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $2,184 | +7.0% | 9 | 0.0% | 0.00% | – |
| Q1 2023 | $2,042 | +5.7% | 9 | 0.0% | 0.00% | – |
| Q4 2022 | $1,931 | -3.4% | 9 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | +100.0% | 9 | +80.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -50.0% | 5 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 5 | -28.6% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 7 | -30.0% | 0.00% | – |
| Q3 2020 | $2,000 | -83.3% | 10 | -82.8% | 0.00% | -100.0% |
| Q2 2020 | $12,000 | -55.6% | 58 | -65.5% | 0.00% | -60.0% |
| Q1 2020 | $27,000 | -25.0% | 168 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $36,000 | +9.1% | 168 | -0.6% | 0.01% | 0.0% |
| Q3 2019 | $33,000 | -2.9% | 169 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $34,000 | +3.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $33,000 | +17.9% | 169 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $28,000 | -22.2% | 169 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $36,000 | 0.0% | 169 | -4.5% | 0.01% | -14.3% |
| Q2 2018 | $36,000 | +12.5% | 177 | +4.7% | 0.01% | +16.7% |
| Q1 2018 | $32,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $32,000 | +3.2% | 169 | -2.3% | 0.01% | 0.0% |
| Q3 2017 | $31,000 | +40.9% | 173 | +34.1% | 0.01% | +50.0% |
| Q2 2017 | $22,000 | +4.8% | 129 | -0.8% | 0.00% | 0.0% |
| Q1 2017 | $21,000 | -53.3% | 130 | -55.2% | 0.00% | -60.0% |
| Q4 2016 | $45,000 | +4.7% | 290 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $43,000 | +7.5% | 290 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $40,000 | +5.3% | 290 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $38,000 | -5.0% | 290 | 0.0% | 0.01% | -9.1% |
| Q4 2015 | $40,000 | +2.6% | 290 | 0.0% | 0.01% | +10.0% |
| Q3 2015 | $39,000 | -13.3% | 290 | 0.0% | 0.01% | -9.1% |
| Q2 2015 | $45,000 | +164.7% | 290 | +141.7% | 0.01% | +83.3% |
| Q4 2013 | $17,000 | 0.0% | 120 | 0.0% | 0.01% | -33.3% |
| Q3 2013 | $17,000 | -34.6% | 120 | -36.2% | 0.01% | -43.8% |
| Q2 2013 | $26,000 | 0.0% | 188 | 0.0% | 0.02% | +6.7% |
| Q1 2013 | $26,000 | 0.0% | 188 | 0.0% | 0.02% | -6.2% |
| Q4 2012 | $26,000 | +8.3% | 188 | 0.0% | 0.02% | 0.0% |
| Q3 2012 | $24,000 | -7.7% | 188 | 0.0% | 0.02% | 0.0% |
| Q2 2012 | $26,000 | 0.0% | 188 | 0.0% | 0.02% | 0.0% |
| Q1 2012 | $26,000 | 0.0% | 188 | 0.0% | 0.02% | -11.1% |
| Q4 2011 | $26,000 | – | 188 | – | 0.02% | – |
Download | ||||||
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% |