ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 603 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $203,000 | 0.0% | 693 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $203,000 | -6.0% | 693 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $216,000 | +3.3% | 693 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $209,000 | -11.8% | 693 | -37.3% | 0.02% | -22.7% |
| Q4 2019 | $237,000 | -6.0% | 1,105 | -15.3% | 0.02% | -12.0% |
| Q3 2019 | $252,000 | -3.8% | 1,305 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $262,000 | +1.9% | 1,305 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $257,000 | +17.4% | 1,305 | 0.0% | 0.03% | +4.0% |
| Q4 2018 | $219,000 | -22.1% | 1,305 | 0.0% | 0.02% | -10.7% |
| Q3 2018 | $281,000 | +5.6% | 1,305 | 0.0% | 0.03% | -9.7% |
| Q2 2018 | $266,000 | +6.8% | 1,305 | 0.0% | 0.03% | +14.8% |
| Q1 2018 | $249,000 | +2.5% | 1,305 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $243,000 | +3.8% | 1,305 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $234,000 | -5.6% | 1,305 | -11.5% | 0.03% | -6.9% |
| Q2 2017 | $248,000 | +0.8% | 1,475 | -3.3% | 0.03% | -3.3% |
| Q1 2017 | $246,000 | +4.7% | 1,525 | 0.0% | 0.03% | -3.2% |
| Q4 2016 | $235,000 | +1.7% | 1,525 | -1.7% | 0.03% | +10.7% |
| Q3 2016 | $231,000 | -1.7% | 1,551 | -9.2% | 0.03% | -6.7% |
| Q2 2016 | $235,000 | +4.0% | 1,708 | 0.0% | 0.03% | -3.2% |
| Q1 2016 | $226,000 | -35.2% | 1,708 | -31.7% | 0.03% | -35.4% |
| Q4 2015 | $349,000 | -10.5% | 2,502 | -13.9% | 0.05% | -12.7% |
| Q3 2015 | $390,000 | -13.3% | 2,906 | 0.0% | 0.06% | -8.3% |
| Q2 2015 | $450,000 | +2.3% | 2,906 | 0.0% | 0.06% | +3.4% |
| Q1 2015 | $440,000 | +6.3% | 2,906 | 0.0% | 0.06% | +1.8% |
| Q4 2014 | $414,000 | +8.1% | 2,906 | -1.7% | 0.06% | +5.6% |
| Q3 2014 | $383,000 | -6.6% | 2,957 | 0.0% | 0.05% | +17.4% |
| Q2 2014 | $410,000 | -1.4% | 2,957 | -3.1% | 0.05% | -4.2% |
| Q1 2014 | $416,000 | -30.2% | 3,052 | -30.5% | 0.05% | -31.4% |
| Q4 2013 | $596,000 | +5.5% | 4,392 | -2.1% | 0.07% | 0.0% |
| Q3 2013 | $565,000 | +10.8% | 4,488 | -1.9% | 0.07% | +6.1% |
| Q2 2013 | $510,000 | – | 4,577 | – | 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% |