ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 645 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,785 | -7.6% | 173 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $41,988 | +7.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $39,247 | +4.5% | 173 | -1.1% | 0.00% | 0.0% |
| Q4 2022 | $37,548 | +4.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $36,000 | -20.0% | 175 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $45,000 | -13.5% | 175 | -2.2% | 0.00% | -20.0% |
| Q4 2021 | $52,000 | -1.9% | 179 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $53,000 | -15.9% | 179 | -10.5% | 0.01% | -28.6% |
| Q2 2021 | $63,000 | +53.7% | 200 | +46.0% | 0.01% | +16.7% |
| Q1 2021 | $41,000 | – | 137 | – | 0.01% | – |
| Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $3,000 | -70.0% | 17 | -72.6% | 0.00% | -80.0% |
| Q4 2018 | $10,000 | +11.1% | 62 | +47.6% | 0.01% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 42 | -4.5% | 0.01% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 44 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | -55.6% | 44 | -55.1% | 0.01% | -58.3% |
| Q4 2017 | $18,000 | 0.0% | 98 | 0.0% | 0.01% | -7.7% |
| Q3 2017 | $18,000 | – | 98 | – | 0.01% | – |
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% |