ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $200,000 | -0.5% | 685 | 0.0% | 0.04% | -9.5% |
| Q3 2021 | $201,000 | -5.6% | 685 | 0.0% | 0.04% | -4.5% |
| Q2 2021 | $213,000 | +3.4% | 685 | 0.0% | 0.04% | -4.3% |
| Q1 2021 | $206,000 | +1.0% | 685 | -27.9% | 0.05% | -58.9% |
| Q3 2018 | $204,000 | -0.5% | 950 | -13.6% | 0.11% | -9.7% |
| Q4 2017 | $205,000 | -13.5% | 1,100 | -28.6% | 0.12% | -34.0% |
| Q4 2016 | $237,000 | +3.5% | 1,541 | +0.1% | 0.19% | -1.6% |
| Q3 2016 | $229,000 | +9.0% | 1,539 | +0.1% | 0.19% | +3.2% |
| Q2 2016 | $210,000 | +3.4% | 1,537 | 0.0% | 0.18% | -1.6% |
| Q1 2016 | $203,000 | -4.7% | 1,537 | +0.1% | 0.19% | +1.1% |
| Q4 2015 | $213,000 | +3.9% | 1,535 | +0.1% | 0.19% | -2.6% |
| Q3 2015 | $205,000 | -16.0% | 1,534 | -3.0% | 0.19% | -6.4% |
| Q2 2015 | $244,000 | +2.1% | 1,582 | +0.1% | 0.20% | -2.4% |
| Q1 2015 | $239,000 | +6.2% | 1,581 | +0.1% | 0.21% | -3.7% |
| Q4 2014 | $225,000 | – | 1,580 | – | 0.22% | – |
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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% |