ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 492 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $333,652 | +64.4% | 1,471 | +112.6% | 0.01% | +42.9% |
Q4 2021 | $203,000 | -14.3% | 692 | -50.9% | 0.01% | -46.2% |
Q4 2018 | $237,000 | -21.8% | 1,410 | 0.0% | 0.01% | -13.3% |
Q3 2018 | $303,000 | +0.3% | 1,410 | -4.7% | 0.02% | -6.2% |
Q2 2018 | $302,000 | +12.3% | 1,479 | +4.9% | 0.02% | +14.3% |
Q1 2018 | $269,000 | +2.3% | 1,410 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $263,000 | +1.5% | 1,410 | -2.6% | 0.01% | 0.0% |
Q3 2017 | $259,000 | +6.1% | 1,448 | 0.0% | 0.01% | +7.7% |
Q2 2017 | $244,000 | +17.9% | 1,448 | +13.1% | 0.01% | +18.2% |
Q1 2017 | $207,000 | -14.8% | 1,280 | -19.0% | 0.01% | -21.4% |
Q4 2016 | $243,000 | -15.0% | 1,580 | -17.8% | 0.01% | -12.5% |
Q3 2016 | $286,000 | -2.7% | 1,922 | -10.4% | 0.02% | -5.9% |
Q2 2016 | $294,000 | -7.5% | 2,146 | -10.4% | 0.02% | -10.5% |
Q1 2016 | $318,000 | -42.9% | 2,396 | -40.1% | 0.02% | -42.4% |
Q4 2015 | $557,000 | -27.4% | 4,002 | -30.1% | 0.03% | -29.8% |
Q3 2015 | $767,000 | -13.3% | 5,727 | 0.0% | 0.05% | -6.0% |
Q2 2015 | $885,000 | +2.0% | 5,727 | 0.0% | 0.05% | +6.4% |
Q1 2015 | $868,000 | -5.3% | 5,727 | -11.0% | 0.05% | -19.0% |
Q4 2014 | $917,000 | +9.8% | 6,437 | 0.0% | 0.06% | +7.4% |
Q3 2014 | $835,000 | -6.3% | 6,437 | 0.0% | 0.05% | -19.4% |
Q2 2014 | $891,000 | – | 6,437 | – | 0.07% | – |
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% |