ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 654 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 10.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $54,000 | +5.9% | 245 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $51,000 | +30.8% | 245 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $39,000 | -25.0% | 245 | 0.0% | 0.01% | -18.8% |
| Q4 2019 | $52,000 | +10.6% | 245 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $47,000 | -17.5% | 245 | -13.4% | 0.02% | -20.0% |
| Q2 2019 | $57,000 | -20.8% | 283 | -22.3% | 0.02% | -20.0% |
| Q1 2019 | $72,000 | +18.0% | 364 | +0.8% | 0.02% | -13.8% |
| Q4 2018 | $61,000 | -4.7% | 361 | +21.5% | 0.03% | +45.0% |
| Q3 2018 | $64,000 | -66.5% | 297 | -68.2% | 0.02% | -76.2% |
| Q2 2018 | $191,000 | +267.3% | 934 | +239.6% | 0.08% | +394.1% |
| Q1 2018 | $52,000 | – | 275 | – | 0.02% | – |
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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% |