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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $51,551,000 | +10.6% | 165,392 | +6.7% | 1.91% | -1.0% |
| Q1 2021 | $46,614,000 | +17.1% | 154,998 | +11.7% | 1.93% | +12.1% |
| Q4 2020 | $39,798,000 | +74.8% | 138,813 | +35.0% | 1.72% | +54.0% |
| Q3 2020 | $22,774,000 | +49.3% | 102,806 | +39.5% | 1.12% | +33.3% |
| Q2 2020 | $15,251,000 | +58.0% | 73,721 | +20.8% | 0.84% | +32.5% |
| Q1 2020 | $9,652,000 | -61.2% | 61,022 | -47.4% | 0.63% | -51.4% |
| Q4 2019 | $24,863,000 | +14.3% | 116,063 | +2.8% | 1.30% | +5.1% |
| Q3 2019 | $21,757,000 | +2.8% | 112,890 | +7.1% | 1.24% | +0.6% |
| Q2 2019 | $21,169,000 | +2.8% | 105,385 | +0.7% | 1.24% | -1.0% |
| Q1 2019 | $20,583,000 | +31.2% | 104,664 | +12.1% | 1.25% | +10.1% |
| Q4 2018 | $15,690,000 | -23.6% | 93,391 | -2.2% | 1.13% | -9.6% |
| Q3 2018 | $20,546,000 | -43.7% | 95,526 | -48.3% | 1.25% | +4.6% |
| Q2 2018 | $36,479,000 | +111.0% | 184,642 | +103.5% | 1.20% | +4.2% |
| Q1 2018 | $17,292,000 | +14.3% | 90,740 | +12.0% | 1.15% | +10.8% |
| Q4 2017 | $15,132,000 | +49.2% | 81,052 | +43.0% | 1.04% | +38.3% |
| Q3 2017 | $10,144,000 | +7.9% | 56,684 | +1.8% | 0.75% | +2.5% |
| Q2 2017 | $9,397,000 | +7.6% | 55,682 | +3.0% | 0.73% | +3.7% |
| Q1 2017 | $8,736,000 | +11.4% | 54,038 | +6.0% | 0.71% | +3.8% |
| Q4 2016 | $7,844,000 | +3.9% | 50,958 | +0.5% | 0.68% | +2.6% |
| Q3 2016 | $7,547,000 | +10.8% | 50,684 | +2.0% | 0.66% | +6.8% |
| Q2 2016 | $6,813,000 | +12.1% | 49,668 | +8.4% | 0.62% | +8.7% |
| Q1 2016 | $6,076,000 | +37.5% | 45,821 | +44.4% | 0.57% | +31.5% |
| Q4 2015 | $4,418,000 | -28.1% | 31,722 | -30.8% | 0.44% | -31.9% |
| Q3 2015 | $6,141,000 | – | 45,839 | – | 0.64% | – |
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% |