ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 404 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 3.86 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $720 | -3.0% | 2,742 | +0.0% | 0.03% | -8.6% |
Q1 2024 | $742 | +7.7% | 2,741 | +0.4% | 0.04% | 0.0% |
Q4 2023 | $689 | +21.7% | 2,731 | +8.1% | 0.04% | +12.9% |
Q3 2023 | $566 | -7.8% | 2,527 | -0.2% | 0.03% | -8.8% |
Q2 2023 | $614 | +17.9% | 2,532 | +10.3% | 0.03% | +13.3% |
Q1 2023 | $521 | +2.6% | 2,296 | -3.0% | 0.03% | -3.2% |
Q4 2022 | $508 | -99.9% | 2,367 | -10.4% | 0.03% | -18.4% |
Q3 2022 | $546,000 | +12.1% | 2,643 | +11.9% | 0.04% | +11.8% |
Q2 2022 | $487,000 | -26.0% | 2,362 | -8.1% | 0.03% | -19.0% |
Q1 2022 | $658,000 | -8.6% | 2,571 | +4.6% | 0.04% | -4.5% |
Q4 2021 | $720,000 | -1.2% | 2,458 | -1.0% | 0.04% | -8.3% |
Q3 2021 | $729,000 | -10.0% | 2,483 | -4.5% | 0.05% | -11.1% |
Q2 2021 | $810,000 | +4.8% | 2,600 | +1.1% | 0.05% | +1.9% |
Q1 2021 | $773,000 | -1.8% | 2,572 | -6.3% | 0.05% | -23.2% |
Q4 2020 | $787,000 | +29.0% | 2,746 | -0.2% | 0.07% | +19.0% |
Q3 2020 | $610,000 | +29.8% | 2,752 | +21.2% | 0.06% | +18.4% |
Q2 2020 | $470,000 | +2036.4% | 2,270 | +1509.9% | 0.05% | +1533.3% |
Q1 2020 | $22,000 | -76.3% | 141 | -67.4% | 0.00% | -66.7% |
Q4 2019 | $93,000 | +132.5% | 433 | +104.2% | 0.01% | +125.0% |
Q3 2019 | $40,000 | -36.5% | 212 | -32.7% | 0.00% | -42.9% |
Q2 2019 | $63,000 | -3.1% | 315 | -5.4% | 0.01% | -12.5% |
Q1 2019 | $65,000 | +27.5% | 333 | +10.3% | 0.01% | +14.3% |
Q4 2018 | $51,000 | -99.9% | 302 | -57.1% | 0.01% | -22.2% |
Q3 2018 | $75,784,000 | +25161.3% | 704 | -52.0% | 0.01% | -75.0% |
Q2 2018 | $300,000 | +566.7% | 1,466 | +521.2% | 0.04% | +500.0% |
Q1 2018 | $45,000 | +87.5% | 236 | +81.5% | 0.01% | +100.0% |
Q4 2017 | $24,000 | +4.3% | 130 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $23,000 | -99.9% | 130 | -24.4% | 0.00% | -25.0% |
Q2 2017 | $29,028,000 | -67.4% | 172 | -68.7% | 0.00% | -71.4% |
Q1 2017 | $88,913,000 | +15609.0% | 550 | -85.1% | 0.01% | -85.9% |
Q4 2016 | $566,000 | -99.9% | 3,680 | 0.0% | 0.10% | -3.9% |
Q3 2016 | $547,952,000 | +0.4% | 3,680 | -7.5% | 0.10% | -6.4% |
Q2 2016 | $545,976,000 | +6.1% | 3,980 | +2.6% | 0.11% | +6.8% |
Q1 2016 | $514,526,000 | +5.9% | 3,880 | +11.2% | 0.10% | +4.0% |
Q4 2015 | $486,087,000 | +7.7% | 3,490 | +3.6% | 0.10% | +15.1% |
Q3 2015 | $451,478,000 | +13.9% | 3,370 | +31.4% | 0.09% | +6.2% |
Q2 2015 | $396,497,000 | +6.6% | 2,565 | +4.5% | 0.08% | +5.2% |
Q1 2015 | $372,055,000 | +52.8% | 2,455 | +43.6% | 0.08% | +45.3% |
Q4 2014 | $243,469,000 | +97.6% | 1,710 | +80.0% | 0.05% | +82.8% |
Q3 2014 | $123,205,000 | -6.3% | 950 | 0.0% | 0.03% | -9.4% |
Q2 2014 | $131,499,000 | +61.1% | 950 | +58.3% | 0.03% | +52.4% |
Q1 2014 | $81,636,000 | +50.6% | 600 | +50.0% | 0.02% | +40.0% |
Q4 2013 | $54,204,000 | – | 400 | – | 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% |