ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 402 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 1.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,237,981 | -7.6% | 5,523 | 0.0% | 0.14% | -1.4% |
| Q2 2023 | $1,340,210 | +6.7% | 5,523 | -0.2% | 0.14% | +0.7% |
| Q1 2023 | $1,255,676 | +5.7% | 5,536 | 0.0% | 0.14% | +0.7% |
| Q4 2022 | $1,187,583 | +3.4% | 5,536 | -0.4% | 0.14% | -4.7% |
| Q3 2022 | $1,149,000 | +0.5% | 5,558 | +0.4% | 0.15% | +7.1% |
| Q2 2022 | $1,143,000 | -19.3% | 5,536 | -0.0% | 0.14% | 0.0% |
| Q1 2022 | $1,416,000 | -15.3% | 5,537 | -3.0% | 0.14% | -15.2% |
| Q4 2021 | $1,672,000 | +2.8% | 5,706 | +3.1% | 0.16% | -9.3% |
| Q3 2021 | $1,626,000 | -5.8% | 5,537 | 0.0% | 0.18% | -7.6% |
| Q2 2021 | $1,727,000 | +3.7% | 5,537 | 0.0% | 0.20% | +5.9% |
| Q1 2021 | $1,666,000 | +4.8% | 5,537 | 0.0% | 0.19% | -2.1% |
| Q4 2020 | $1,589,000 | +29.6% | 5,537 | 0.0% | 0.19% | +11.1% |
| Q3 2020 | $1,226,000 | +6.9% | 5,537 | 0.0% | 0.17% | -2.3% |
| Q2 2020 | $1,147,000 | +31.1% | 5,537 | 0.0% | 0.18% | +4.8% |
| Q1 2020 | $875,000 | -26.2% | 5,537 | 0.0% | 0.17% | -1.2% |
| Q4 2019 | $1,185,000 | +11.1% | 5,537 | 0.0% | 0.17% | -0.6% |
| Q3 2019 | $1,067,000 | -4.0% | 5,537 | 0.0% | 0.17% | -5.6% |
| Q2 2019 | $1,112,000 | -3.1% | 5,537 | -5.1% | 0.18% | -1.6% |
| Q1 2019 | $1,148,000 | +17.0% | 5,835 | 0.0% | 0.18% | +4.0% |
| Q4 2018 | $981,000 | -21.8% | 5,835 | 0.0% | 0.18% | -17.8% |
| Q3 2018 | $1,254,000 | +13.0% | 5,835 | 0.0% | 0.21% | +17.6% |
| Q1 2018 | $1,110,000 | +278.8% | 5,835 | +271.7% | 0.18% | +264.0% |
| Q4 2017 | $293,000 | +4.3% | 1,570 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $281,000 | +6.0% | 1,570 | 0.0% | 0.05% | +4.2% |
| Q2 2017 | $265,000 | +4.7% | 1,570 | 0.0% | 0.05% | +2.1% |
| Q1 2017 | $253,000 | +5.0% | 1,570 | 0.0% | 0.05% | -2.1% |
| Q4 2016 | $241,000 | +3.0% | 1,570 | 0.0% | 0.05% | -2.0% |
| Q3 2016 | $234,000 | +8.8% | 1,570 | 0.0% | 0.05% | +4.3% |
| Q2 2016 | $215,000 | +3.4% | 1,570 | 0.0% | 0.05% | -2.1% |
| Q1 2016 | $208,000 | -4.6% | 1,570 | 0.0% | 0.05% | -5.9% |
| Q4 2015 | $218,000 | -71.5% | 1,570 | -72.5% | 0.05% | -72.3% |
| Q3 2015 | $764,000 | -34.8% | 5,700 | -24.8% | 0.18% | -32.4% |
| Q2 2015 | $1,171,000 | +9.8% | 7,580 | +7.8% | 0.27% | +11.0% |
| Q1 2015 | $1,066,000 | +35.3% | 7,030 | +27.1% | 0.24% | +25.6% |
| Q4 2014 | $788,000 | -32.6% | 5,530 | -38.6% | 0.20% | -34.1% |
| Q3 2014 | $1,169,000 | – | 9,010 | – | 0.30% | – |
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% |