ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 605 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $216,000 | -27.3% | 845 | -16.7% | 0.11% | -24.1% |
| Q4 2021 | $297,000 | -10.0% | 1,015 | -9.8% | 0.14% | -14.0% |
| Q3 2021 | $330,000 | -27.8% | 1,125 | -23.3% | 0.16% | -27.8% |
| Q2 2021 | $457,000 | -0.7% | 1,466 | -4.2% | 0.23% | +2.7% |
| Q1 2021 | $460,000 | -4.0% | 1,530 | -8.4% | 0.22% | -7.9% |
| Q4 2020 | $479,000 | +28.1% | 1,670 | -1.2% | 0.24% | +15.4% |
| Q3 2020 | $374,000 | -4.8% | 1,690 | -11.1% | 0.21% | -15.1% |
| Q2 2020 | $393,000 | +28.4% | 1,900 | -1.8% | 0.24% | +1.2% |
| Q1 2020 | $306,000 | -27.1% | 1,935 | -1.3% | 0.24% | -12.9% |
| Q4 2019 | $420,000 | +10.5% | 1,960 | -0.5% | 0.28% | +7.8% |
| Q3 2019 | $380,000 | -6.4% | 1,970 | -1.3% | 0.26% | -9.5% |
| Q2 2019 | $406,000 | +2.0% | 1,995 | -1.5% | 0.28% | +2.5% |
| Q1 2019 | $398,000 | +17.1% | 2,025 | 0.0% | 0.28% | +1.8% |
| Q4 2018 | $340,000 | -34.2% | 2,025 | -15.7% | 0.27% | -36.4% |
| Q3 2018 | $517,000 | +3.4% | 2,403 | -1.8% | 0.43% | -8.7% |
| Q2 2018 | $500,000 | -7.2% | 2,448 | -13.4% | 0.47% | -21.3% |
| Q1 2018 | $539,000 | +2.1% | 2,828 | 0.0% | 0.60% | -14.5% |
| Q4 2017 | $528,000 | – | 2,828 | – | 0.70% | – |
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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% |