ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $11,000 | +57.1% | 36 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $7,000 | -75.9% | 36 | -80.2% | 0.00% | -81.8% |
| Q1 2020 | $29,000 | -46.3% | 182 | -28.3% | 0.01% | -35.3% |
| Q4 2019 | $54,000 | +10.2% | 254 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $49,000 | -3.9% | 254 | 0.0% | 0.02% | -10.5% |
| Q2 2019 | $51,000 | +264.3% | 254 | +268.1% | 0.02% | +216.7% |
| Q1 2019 | $14,000 | +16.7% | 69 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | -33.3% | 69 | -19.8% | 0.01% | -25.0% |
| Q3 2018 | $18,000 | 0.0% | 86 | 0.0% | 0.01% | -20.0% |
| Q2 2018 | $18,000 | +12.5% | 86 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $16,000 | -15.8% | 86 | -16.5% | 0.01% | -35.7% |
| Q4 2017 | $19,000 | – | 103 | – | 0.01% | – |
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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% |