ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $966,000 | +11.4% | 3,211 | +6.2% | 0.01% | 0.0% |
| Q4 2020 | $867,000 | +29.4% | 3,023 | 0.0% | 0.01% | +22.2% |
| Q3 2020 | $670,000 | +7.2% | 3,023 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $625,000 | +30.8% | 3,023 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $478,000 | -26.2% | 3,023 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $648,000 | +11.1% | 3,023 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $583,000 | -4.0% | 3,023 | 0.0% | 0.01% | +14.3% |
| Q2 2019 | $607,000 | +2.0% | 3,023 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $595,000 | +28.0% | 3,023 | +9.2% | 0.01% | +14.3% |
| Q4 2018 | $465,000 | +1837.5% | 2,768 | +2416.4% | 0.01% | – |
| Q3 2018 | $24,000 | +9.1% | 110 | 0.0% | 0.00% | – |
| Q2 2018 | $22,000 | +4.8% | 110 | 0.0% | 0.00% | – |
| Q1 2018 | $21,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q4 2017 | $21,000 | – | 110 | – | 0.00% | – |
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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% |