ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 603 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $403,543 | +0.5% | 1,779 | -5.0% | 0.07% | +1.4% |
| Q4 2022 | $401,581 | +10.9% | 1,872 | +6.7% | 0.07% | -5.3% |
| Q3 2022 | $362,000 | +1.1% | 1,754 | +1.2% | 0.08% | +2.7% |
| Q2 2022 | $358,000 | -19.2% | 1,734 | 0.0% | 0.07% | -2.6% |
| Q1 2022 | $443,000 | -13.0% | 1,734 | -0.2% | 0.08% | -15.6% |
| Q4 2021 | $509,000 | -0.2% | 1,738 | 0.0% | 0.09% | +9.8% |
| Q3 2021 | $510,000 | -5.9% | 1,738 | 0.0% | 0.08% | -4.7% |
| Q2 2021 | $542,000 | +3771.4% | 1,738 | +3376.0% | 0.09% | +4200.0% |
| Q4 2020 | $14,000 | +27.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -90.8% | 50 | -92.7% | 0.00% | -92.9% |
| Q1 2020 | $109,000 | -25.9% | 686 | 0.0% | 0.03% | -12.5% |
| Q4 2019 | $147,000 | +11.4% | 686 | 0.0% | 0.03% | +14.3% |
| Q3 2019 | $132,000 | +1220.0% | 686 | +1272.0% | 0.03% | +1300.0% |
| Q2 2019 | $10,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $10,000 | +25.0% | 50 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $8,000 | -27.3% | 50 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $11,000 | +10.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | +11.1% | 50 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $9,000 | – | 50 | – | 0.00% | – |
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% |