ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 430 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 7.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $471,000 | -0.2% | 1,608 | 0.0% | 0.12% | -6.1% |
| Q3 2021 | $472,000 | -6.5% | 1,608 | -0.9% | 0.13% | -10.3% |
| Q2 2021 | $505,000 | +3.1% | 1,622 | -0.4% | 0.15% | +2.8% |
| Q1 2021 | $490,000 | +1.2% | 1,628 | -3.6% | 0.14% | -12.3% |
| Q4 2020 | $484,000 | +29.4% | 1,689 | 0.0% | 0.16% | +15.7% |
| Q3 2020 | $374,000 | -9.4% | 1,689 | -15.5% | 0.14% | -18.1% |
| Q2 2020 | $413,000 | +28.7% | 1,998 | -1.5% | 0.17% | +4.9% |
| Q1 2020 | $321,000 | -2.4% | 2,029 | +32.1% | 0.16% | +23.5% |
| Q4 2019 | $329,000 | +11.1% | 1,536 | +0.1% | 0.13% | +8.2% |
| Q3 2019 | $296,000 | -3.9% | 1,535 | 0.0% | 0.12% | -5.4% |
| Q2 2019 | $308,000 | +2.0% | 1,535 | +0.1% | 0.13% | +5.7% |
| Q1 2019 | $302,000 | +11.4% | 1,534 | -4.8% | 0.12% | +8.9% |
| Q4 2018 | $271,000 | -10.0% | 1,611 | +0.1% | 0.11% | -8.9% |
| Q3 2018 | $301,000 | -10.9% | 1,610 | -2.8% | 0.12% | -3.9% |
| Q2 2018 | $338,000 | +6.6% | 1,656 | -0.5% | 0.13% | +9.4% |
| Q1 2018 | $317,000 | -3.4% | 1,665 | -5.3% | 0.12% | -1.7% |
| Q4 2017 | $328,000 | +6.5% | 1,759 | +2.1% | 0.12% | 0.0% |
| Q3 2017 | $308,000 | +6.2% | 1,722 | +0.3% | 0.12% | -1.7% |
| Q2 2017 | $290,000 | -26.8% | 1,717 | -29.8% | 0.12% | -29.2% |
| Q1 2017 | $396,000 | +2.3% | 2,447 | -2.6% | 0.17% | -3.9% |
| Q4 2016 | $387,000 | -3.5% | 2,512 | -6.7% | 0.18% | -4.3% |
| Q3 2016 | $401,000 | +8.4% | 2,691 | 0.0% | 0.19% | +3.9% |
| Q2 2016 | $370,000 | -21.3% | 2,691 | -24.1% | 0.18% | -20.8% |
| Q1 2016 | $470,000 | -17.5% | 3,546 | -13.4% | 0.23% | -11.0% |
| Q4 2015 | $570,000 | – | 4,093 | – | 0.25% | – |
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% |