ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 645 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $915,000 | -5.9% | 3,117 | 0.0% | 0.06% | -6.2% |
| Q2 2021 | $972,000 | +5.1% | 3,117 | +1.4% | 0.06% | -4.4% |
| Q1 2021 | $925,000 | +7.6% | 3,074 | +2.5% | 0.07% | +3.0% |
| Q4 2020 | $860,000 | +19.1% | 2,998 | +1.7% | 0.07% | +4.8% |
| Q3 2020 | $722,000 | +13.7% | 2,949 | -3.9% | 0.06% | +3.3% |
| Q2 2020 | $635,000 | -6.5% | 3,069 | -28.5% | 0.06% | -21.8% |
| Q1 2020 | $679,000 | -29.6% | 4,294 | -4.6% | 0.08% | -13.3% |
| Q4 2019 | $964,000 | +0.4% | 4,501 | -9.7% | 0.09% | -11.8% |
| Q3 2019 | $960,000 | -4.7% | 4,983 | -0.6% | 0.10% | -2.9% |
| Q2 2019 | $1,007,000 | +12.0% | 5,011 | +9.6% | 0.10% | +7.1% |
| Q1 2019 | $899,000 | +12.4% | 4,571 | -4.1% | 0.10% | -1.0% |
| Q4 2018 | $800,000 | – | 4,765 | – | 0.10% | – |
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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% |