ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 5.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $228,000 | -44.7% | 3,413 | -50.9% | 0.06% | -3.5% |
| Q3 2019 | $412,000 | -13.8% | 6,948 | -6.9% | 0.06% | -16.2% |
| Q2 2019 | $478,000 | -2.0% | 7,462 | -11.8% | 0.07% | -10.5% |
| Q1 2019 | $488,000 | +132.4% | 8,462 | +99.0% | 0.08% | -3.8% |
| Q4 2018 | $210,000 | -21.6% | 4,253 | +0.1% | 0.08% | -11.2% |
| Q3 2018 | $268,000 | -57.5% | 4,250 | -68.5% | 0.09% | -20.5% |
| Q2 2018 | $630,000 | +8.6% | 13,476 | -1.5% | 0.11% | -3.4% |
| Q4 2017 | $580,000 | +2.8% | 13,680 | -3.1% | 0.12% | -4.1% |
| Q3 2017 | $564,000 | +112.0% | 14,112 | +99.0% | 0.12% | -4.7% |
| Q2 2017 | $266,000 | – | 7,090 | – | 0.13% | – |
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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% |