ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,080,447 | -12.1% | 4,820 | -4.9% | 0.57% | -9.2% |
| Q2 2023 | $1,229,855 | +6.6% | 5,068 | -0.4% | 0.63% | +0.3% |
| Q1 2023 | $1,153,875 | +104040.3% | 5,087 | -1.5% | 0.63% | -3.1% |
| Q4 2022 | $1,108 | -99.9% | 5,166 | -3.7% | 0.65% | -10.9% |
| Q3 2022 | $1,108,000 | +4.2% | 5,363 | +4.1% | 0.73% | +7.9% |
| Q2 2022 | $1,063,000 | -20.3% | 5,150 | -1.3% | 0.67% | -7.2% |
| Q1 2022 | $1,334,000 | -9.7% | 5,216 | +3.5% | 0.72% | +1.4% |
| Q4 2021 | $1,477,000 | +3.1% | 5,039 | +3.3% | 0.72% | -8.8% |
| Q3 2021 | $1,432,000 | -5.6% | 4,876 | +0.2% | 0.78% | -6.8% |
| Q2 2021 | $1,517,000 | +5.3% | 4,868 | +1.7% | 0.84% | -9.7% |
| Q1 2021 | $1,440,000 | +2.7% | 4,787 | -2.1% | 0.93% | -3.9% |
| Q4 2020 | $1,402,000 | +26.3% | 4,890 | -2.4% | 0.97% | +12.2% |
| Q3 2020 | $1,110,000 | +9.3% | 5,011 | +1.9% | 0.86% | -0.1% |
| Q2 2020 | $1,016,000 | +30.6% | 4,916 | -0.0% | 0.86% | +6.7% |
| Q1 2020 | $778,000 | -29.7% | 4,917 | -4.8% | 0.81% | -10.0% |
| Q4 2019 | $1,106,000 | +11.3% | 5,163 | +0.2% | 0.90% | +4.6% |
| Q3 2019 | $994,000 | -3.9% | 5,155 | +0.1% | 0.86% | -4.2% |
| Q2 2019 | $1,034,000 | +5.1% | 5,150 | +2.9% | 0.90% | +0.1% |
| Q1 2019 | $984,000 | +11.8% | 5,005 | -4.4% | 0.90% | -2.1% |
| Q4 2018 | $880,000 | – | 5,237 | – | 0.92% | – |
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% |