ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 620 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 2.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $36,000 | -2.7% | 175 | 0.0% | 0.02% | -4.2% |
| Q4 2019 | $37,000 | +8.8% | 175 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $34,000 | -2.9% | 175 | 0.0% | 0.02% | -14.3% |
| Q2 2019 | $35,000 | +2.9% | 175 | 0.0% | 0.03% | +12.0% |
| Q1 2019 | $34,000 | +17.2% | 175 | 0.0% | 0.02% | -3.8% |
| Q4 2018 | $29,000 | -23.7% | 175 | 0.0% | 0.03% | -13.3% |
| Q3 2018 | $38,000 | +5.6% | 175 | 0.0% | 0.03% | -3.2% |
| Q2 2018 | $36,000 | +9.1% | 175 | 0.0% | 0.03% | +3.3% |
| Q1 2018 | $33,000 | 0.0% | 175 | 0.0% | 0.03% | -6.2% |
| Q4 2017 | $33,000 | – | 175 | – | 0.03% | – |
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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% |