ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 716 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $214,000 | 0.0% | 1,449 | 0.0% | 0.06% | -34.1% |
| Q1 2020 | $214,000 | -24.6% | 1,449 | +9.3% | 0.08% | -2.3% |
| Q4 2019 | $284,000 | +2.2% | 1,326 | -8.1% | 0.09% | +11.5% |
| Q3 2019 | $278,000 | +4.9% | 1,443 | +9.3% | 0.08% | -14.3% |
| Q2 2019 | $265,000 | +2.3% | 1,320 | +0.2% | 0.09% | -1.1% |
| Q1 2019 | $259,000 | +17.2% | 1,318 | +0.2% | 0.09% | +31.4% |
| Q4 2018 | $221,000 | -28.2% | 1,316 | -8.1% | 0.07% | -25.5% |
| Q3 2018 | $308,000 | +5.5% | 1,432 | +0.1% | 0.09% | -14.5% |
| Q2 2018 | $292,000 | +9.0% | 1,430 | 0.0% | 0.11% | +8.9% |
| Q1 2018 | $268,000 | -43.7% | 1,430 | -47.8% | 0.10% | +32.9% |
| Q4 2017 | $476,000 | -24.7% | 2,739 | -26.7% | 0.08% | -69.4% |
| Q2 2017 | $632,000 | +4.6% | 3,735 | 0.0% | 0.25% | -8.1% |
| Q1 2017 | $604,000 | +8.6% | 3,735 | +3.3% | 0.27% | -8.2% |
| Q4 2016 | $556,000 | +118.0% | 3,615 | +154.0% | 0.29% | +147.1% |
| Q3 2014 | $255,000 | – | 1,423 | – | 0.12% | – |
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% |