ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 332 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 3.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $353,657 | -14.0% | 1,575 | -7.1% | 0.02% | -12.0% |
Q2 2023 | $411,448 | +7.0% | 1,696 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $384,582 | +5.7% | 1,696 | +0.1% | 0.02% | +4.2% |
Q4 2022 | $363,715 | +3.6% | 1,695 | -0.2% | 0.02% | 0.0% |
Q3 2022 | $351,000 | 0.0% | 1,699 | 0.0% | 0.02% | +4.3% |
Q2 2022 | $351,000 | -19.3% | 1,699 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $435,000 | -12.7% | 1,699 | 0.0% | 0.02% | -8.0% |
Q4 2021 | $498,000 | -0.2% | 1,699 | 0.0% | 0.02% | -7.4% |
Q3 2021 | $499,000 | -5.5% | 1,699 | +0.3% | 0.03% | -3.6% |
Q2 2021 | $528,000 | +3.5% | 1,694 | 0.0% | 0.03% | -3.4% |
Q1 2021 | $510,000 | +5.2% | 1,694 | +0.2% | 0.03% | -3.3% |
Q4 2020 | $485,000 | +56.5% | 1,690 | +20.7% | 0.03% | +20.0% |
Q3 2020 | $310,000 | +8.0% | 1,400 | +1.1% | 0.02% | 0.0% |
Q2 2020 | $287,000 | +31.1% | 1,385 | 0.0% | 0.02% | +13.6% |
Q1 2020 | $219,000 | -26.3% | 1,385 | 0.0% | 0.02% | -8.3% |
Q4 2019 | $297,000 | +10.0% | 1,385 | -1.2% | 0.02% | +4.3% |
Q3 2019 | $270,000 | -2.9% | 1,402 | +1.2% | 0.02% | -8.0% |
Q2 2019 | $278,000 | +2.2% | 1,385 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $272,000 | +16.7% | 1,385 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $233,000 | -33.8% | 1,385 | -15.3% | 0.02% | -19.4% |
Q3 2018 | $352,000 | +10.3% | 1,635 | +4.8% | 0.03% | -6.1% |
Q2 2018 | $319,000 | +7.4% | 1,560 | 0.0% | 0.03% | +6.5% |
Q1 2018 | $297,000 | -9.7% | 1,560 | -11.4% | 0.03% | -3.1% |
Q4 2017 | $329,000 | +4.4% | 1,760 | 0.0% | 0.03% | -5.9% |
Q3 2017 | $315,000 | +6.1% | 1,760 | 0.0% | 0.03% | +3.0% |
Q2 2017 | $297,000 | +4.2% | 1,760 | 0.0% | 0.03% | +3.1% |
Q1 2017 | $285,000 | -7.8% | 1,760 | -12.4% | 0.03% | -13.5% |
Q4 2016 | $309,000 | +3.0% | 2,010 | -0.3% | 0.04% | -2.6% |
Q3 2016 | $300,000 | +1.0% | 2,017 | -6.9% | 0.04% | -2.6% |
Q2 2016 | $297,000 | +3.8% | 2,167 | +0.3% | 0.04% | -2.5% |
Q1 2016 | $286,000 | -5.0% | 2,160 | 0.0% | 0.04% | -9.1% |
Q4 2015 | $301,000 | +4.2% | 2,160 | 0.0% | 0.04% | -2.2% |
Q3 2015 | $289,000 | -8.3% | 2,160 | +6.1% | 0.04% | -2.2% |
Q2 2015 | $315,000 | +2.3% | 2,035 | 0.0% | 0.05% | +2.2% |
Q1 2015 | $308,000 | -0.6% | 2,035 | -6.4% | 0.04% | -4.3% |
Q4 2014 | $310,000 | +9.9% | 2,175 | 0.0% | 0.05% | 0.0% |
Q3 2014 | $282,000 | -6.3% | 2,175 | 0.0% | 0.05% | -4.1% |
Q2 2014 | $301,000 | +1.7% | 2,175 | 0.0% | 0.05% | -2.0% |
Q1 2014 | $296,000 | +0.3% | 2,175 | 0.0% | 0.05% | -2.0% |
Q4 2013 | $295,000 | +7.7% | 2,175 | 0.0% | 0.05% | 0.0% |
Q3 2013 | $274,000 | +9.2% | 2,175 | -3.3% | 0.05% | 0.0% |
Q2 2013 | $251,000 | – | 2,250 | – | 0.05% | – |
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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% |