ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 644 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $3,321,000 | -5.4% | 17,230 | -1.4% | 1.23% | -8.9% |
| Q2 2019 | $3,510,000 | +1.7% | 17,475 | -0.5% | 1.36% | +0.7% |
| Q1 2019 | $3,452,000 | +13.9% | 17,554 | -2.8% | 1.34% | -4.9% |
| Q4 2018 | $3,032,000 | +0.1% | 18,053 | +0.3% | 1.41% | -9.5% |
| Q2 2017 | $3,029,000 | -4.9% | 17,999 | -10.9% | 1.56% | -6.5% |
| Q1 2017 | $3,185,000 | -16.3% | 20,203 | -16.9% | 1.67% | -22.5% |
| Q4 2016 | $3,807,000 | -27.6% | 24,298 | -31.6% | 2.16% | -33.4% |
| Q3 2016 | $5,258,000 | – | 35,544 | – | 3.24% | – |
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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% |