ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 569 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,509,460 | -11.7% | 5,750 | -8.9% | 0.08% | -14.3% |
| Q1 2024 | $1,710,188 | +0.7% | 6,315 | -6.2% | 0.09% | -7.1% |
| Q4 2023 | $1,698,706 | +13.3% | 6,735 | +0.7% | 0.10% | -3.9% |
| Q3 2023 | $1,499,564 | +13.3% | 6,690 | +22.6% | 0.10% | +10.9% |
| Q2 2023 | $1,323,710 | +11.2% | 5,455 | +3.9% | 0.09% | +2.2% |
| Q1 2023 | $1,190,578 | +7.6% | 5,249 | +1.7% | 0.09% | -4.3% |
| Q4 2022 | $1,106,923 | +4.0% | 5,160 | +0.2% | 0.09% | -5.1% |
| Q3 2022 | $1,064,000 | +0.1% | 5,152 | 0.0% | 0.10% | +6.5% |
| Q2 2022 | $1,063,000 | -19.3% | 5,152 | -0.1% | 0.09% | -7.9% |
| Q1 2022 | $1,318,000 | -17.8% | 5,155 | -5.8% | 0.10% | -18.5% |
| Q4 2021 | $1,603,000 | -0.2% | 5,471 | +0.0% | 0.12% | -11.4% |
| Q3 2021 | $1,606,000 | -7.3% | 5,469 | -1.6% | 0.14% | -7.9% |
| Q2 2021 | $1,732,000 | +30.7% | 5,557 | -7.1% | 0.15% | +4.1% |
| Q3 2020 | $1,325,000 | -20.8% | 5,982 | -43.4% | 0.15% | -41.6% |
| Q1 2020 | $1,673,000 | -26.1% | 10,576 | +0.0% | 0.25% | +0.4% |
| Q4 2019 | $2,265,000 | +10.0% | 10,572 | -1.1% | 0.25% | -2.0% |
| Q3 2019 | $2,060,000 | -5.7% | 10,688 | -1.7% | 0.25% | -5.9% |
| Q2 2019 | $2,184,000 | +364.7% | 10,872 | +355.3% | 0.27% | +67.7% |
| Q1 2019 | $470,000 | +17.2% | 2,388 | +0.1% | 0.16% | -7.5% |
| Q4 2018 | $401,000 | -20.4% | 2,385 | +0.3% | 0.17% | -22.0% |
| Q3 2018 | $504,000 | +2.9% | 2,378 | +0.1% | 0.22% | -4.7% |
| Q2 2018 | $490,000 | +11.1% | 2,375 | 0.0% | 0.23% | -6.4% |
| Q1 2018 | $441,000 | -2.2% | 2,375 | +0.1% | 0.25% | +3.3% |
| Q4 2017 | $451,000 | +5.4% | 2,372 | +0.2% | 0.24% | -4.0% |
| Q3 2017 | $428,000 | +7.8% | 2,368 | +0.3% | 0.25% | +4.6% |
| Q2 2017 | $397,000 | +6.7% | 2,361 | 0.0% | 0.24% | +6.6% |
| Q1 2017 | $372,000 | +0.8% | 2,361 | +0.2% | 0.23% | -3.8% |
| Q4 2016 | $369,000 | +6.0% | 2,357 | +0.3% | 0.24% | -6.0% |
| Q3 2016 | $348,000 | – | 2,351 | – | 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% |