ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 648 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $637,909 | +4.1% | 2,356 | -3.0% | 0.13% | -5.7% |
Q4 2023 | $613,018 | +14.0% | 2,430 | +1.3% | 0.14% | +1.4% |
Q3 2023 | $537,736 | -13.0% | 2,399 | -5.8% | 0.14% | -12.6% |
Q2 2023 | $618,055 | +12.9% | 2,547 | +5.6% | 0.16% | +7.4% |
Q1 2023 | $547,317 | +17.7% | 2,413 | +11.4% | 0.15% | +21.3% |
Q4 2022 | $464,865 | +69.4% | 2,167 | +63.2% | 0.12% | +56.4% |
Q3 2022 | $274,352 | +0.1% | 1,328 | 0.0% | 0.08% | +2.6% |
Q2 2022 | $273,980 | -23.3% | 1,328 | -4.9% | 0.08% | -13.6% |
Q1 2022 | $357,027 | +2.3% | 1,396 | +17.2% | 0.09% | -1.1% |
Q4 2021 | $349,023 | +0.3% | 1,191 | +0.5% | 0.09% | -10.1% |
Q3 2021 | $347,904 | -4.1% | 1,185 | +1.8% | 0.10% | -5.7% |
Q2 2021 | $362,807 | -21.0% | 1,164 | -23.7% | 0.10% | -29.5% |
Q1 2021 | $459,183 | +1.1% | 1,526 | -3.7% | 0.15% | -7.5% |
Q4 2020 | $454,354 | +29.4% | 1,584 | 0.0% | 0.16% | +13.4% |
Q3 2020 | $351,036 | +3.2% | 1,584 | -3.6% | 0.14% | -9.6% |
Q2 2020 | $340,000 | +25.0% | 1,643 | -4.5% | 0.16% | +8.3% |
Q1 2020 | $272,000 | -28.6% | 1,721 | -3.3% | 0.14% | -12.1% |
Q4 2019 | $381,000 | +5.8% | 1,780 | -4.6% | 0.16% | -2.4% |
Q3 2019 | $360,000 | -4.8% | 1,866 | -0.7% | 0.17% | +4.3% |
Q2 2019 | $378,000 | +0.5% | 1,880 | -1.5% | 0.16% | -18.6% |
Q1 2019 | $376,000 | +17.1% | 1,909 | 0.0% | 0.20% | +0.5% |
Q4 2018 | $321,000 | – | 1,909 | – | 0.20% | – |
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% |