ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 430 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 7.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,748,975 | -8.1% | 6,662 | -5.2% | 0.03% | -3.3% |
Q1 2024 | $1,902,370 | +4.6% | 7,025 | -2.5% | 0.03% | +11.1% |
Q4 2023 | $1,818,002 | +9.9% | 7,208 | -2.3% | 0.03% | 0.0% |
Q3 2023 | $1,653,554 | -7.2% | 7,377 | +0.5% | 0.03% | 0.0% |
Q2 2023 | $1,781,610 | +9.0% | 7,342 | +1.8% | 0.03% | +3.8% |
Q1 2023 | $1,635,145 | +102352.7% | 7,209 | -3.1% | 0.03% | +4.0% |
Q4 2022 | $1,596 | -99.9% | 7,442 | -2.9% | 0.02% | -7.4% |
Q3 2022 | $1,583,000 | -7.2% | 7,661 | -7.4% | 0.03% | 0.0% |
Q2 2022 | $1,706,000 | -22.2% | 8,269 | -3.5% | 0.03% | -6.9% |
Q1 2022 | $2,192,000 | -19.5% | 8,570 | -7.7% | 0.03% | -14.7% |
Q4 2021 | $2,722,000 | +13.9% | 9,289 | +14.1% | 0.03% | -37.0% |
Q3 2021 | $2,390,000 | -10.9% | 8,139 | -5.4% | 0.05% | -11.5% |
Q2 2021 | $2,682,000 | +8.4% | 8,607 | +4.6% | 0.06% | +1.7% |
Q1 2021 | $2,475,000 | -1.1% | 8,228 | -5.7% | 0.06% | -10.4% |
Q4 2020 | $2,502,000 | +22.7% | 8,726 | -11.4% | 0.07% | +6.3% |
Q3 2020 | $2,039,000 | 0.0% | 9,854 | 0.0% | 0.06% | 0.0% |
Q2 2020 | $2,039,000 | +54.7% | 9,854 | +18.3% | 0.06% | +34.0% |
Q1 2020 | $1,318,000 | -43.1% | 8,328 | -23.0% | 0.05% | -26.6% |
Q4 2019 | $2,316,000 | +9.4% | 10,814 | -1.5% | 0.06% | +25.5% |
Q3 2019 | $2,117,000 | -11.7% | 10,981 | -8.0% | 0.05% | -13.6% |
Q2 2019 | $2,398,000 | -1.8% | 11,937 | -3.9% | 0.06% | -20.3% |
Q1 2019 | $2,443,000 | +15.2% | 12,423 | -1.6% | 0.07% | +13.8% |
Q4 2018 | $2,120,000 | -17.8% | 12,620 | +5.3% | 0.06% | -15.6% |
Q3 2018 | $2,578,000 | +1.8% | 11,986 | -3.3% | 0.08% | -3.8% |
Q2 2018 | $2,532,000 | +6.3% | 12,392 | -0.9% | 0.08% | +3.9% |
Q1 2018 | $2,382,000 | +3.2% | 12,501 | +1.1% | 0.08% | +2.7% |
Q4 2017 | $2,309,000 | +3.8% | 12,364 | -0.5% | 0.08% | -1.3% |
Q3 2017 | $2,224,000 | -2.8% | 12,426 | -8.4% | 0.08% | -5.0% |
Q2 2017 | $2,288,000 | +5.8% | 13,559 | +1.3% | 0.08% | +5.3% |
Q1 2017 | $2,163,000 | +5.4% | 13,380 | +0.3% | 0.08% | 0.0% |
Q4 2016 | $2,053,000 | +6.8% | 13,338 | +3.3% | 0.08% | -1.3% |
Q3 2016 | $1,923,000 | +5.0% | 12,914 | -3.3% | 0.08% | 0.0% |
Q2 2016 | $1,831,000 | +8.1% | 13,350 | +4.5% | 0.08% | +6.9% |
Q1 2016 | $1,694,000 | +43.0% | 12,774 | +50.2% | 0.07% | +38.5% |
Q4 2015 | $1,185,000 | – | 8,507 | – | 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% |