ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 631 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $90,939 | -27.3% | 406 | -21.3% | 0.01% | -27.8% |
Q2 2023 | $125,173 | +32.7% | 516 | +21.7% | 0.02% | +20.0% |
Q1 2023 | $94,311 | -64.7% | 424 | -59.0% | 0.02% | -69.4% |
Q1 2022 | $267,000 | -7.3% | 1,033 | -8.3% | 0.05% | +4.3% |
Q4 2021 | $288,000 | -52.7% | 1,126 | -46.4% | 0.05% | -56.9% |
Q3 2021 | $609,000 | 0.0% | 2,101 | 0.0% | 0.11% | -0.9% |
Q2 2021 | $609,000 | -17.3% | 2,101 | -14.2% | 0.11% | -24.1% |
Q1 2021 | $736,000 | +78.6% | 2,448 | +70.4% | 0.14% | +70.6% |
Q4 2020 | $412,000 | -68.9% | 1,437 | -78.7% | 0.08% | +49.1% |
Q1 2020 | $1,323,000 | +288.0% | 6,750 | +323.7% | 0.06% | +58.3% |
Q4 2019 | $341,000 | +40.9% | 1,593 | +27.0% | 0.04% | +33.3% |
Q3 2019 | $242,000 | -2.8% | 1,254 | +1.4% | 0.03% | -75.0% |
Q2 2019 | $249,000 | +4.2% | 1,237 | +1.7% | 0.11% | -9.2% |
Q1 2019 | $239,000 | +11.2% | 1,216 | +21.6% | 0.12% | +3.5% |
Q3 2018 | $215,000 | +7.0% | 1,000 | +1.6% | 0.12% | -4.2% |
Q2 2018 | $201,000 | -97.6% | 984 | +1689.1% | 0.12% | +1100.0% |
Q4 2016 | $8,467,000 | – | 55 | – | 0.01% | – |
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% |