ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 716 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $4,249,000 | -13.3% | 13,633 | -16.4% | 0.06% | -22.2% |
| Q1 2021 | $4,903,000 | +68.9% | 16,304 | +61.0% | 0.07% | +53.2% |
| Q4 2020 | $2,903,000 | +26.3% | 10,125 | -2.4% | 0.05% | 0.0% |
| Q3 2020 | $2,299,000 | +151.5% | 10,377 | +134.9% | 0.05% | +113.6% |
| Q2 2020 | $914,000 | +287.3% | 4,417 | +196.4% | 0.02% | +175.0% |
| Q1 2020 | $236,000 | -34.1% | 1,490 | -10.9% | 0.01% | -20.0% |
| Q4 2019 | $358,000 | -7.7% | 1,672 | -17.0% | 0.01% | -23.1% |
| Q3 2019 | $388,000 | -78.4% | 2,015 | -77.4% | 0.01% | -76.8% |
| Q2 2019 | $1,794,000 | -3.7% | 8,930 | -5.8% | 0.06% | -20.0% |
| Q1 2019 | $1,863,000 | +89.7% | 9,475 | +62.0% | 0.07% | +66.7% |
| Q4 2018 | $982,000 | -49.2% | 5,848 | -35.0% | 0.04% | -30.0% |
| Q3 2018 | $1,934,000 | -18.5% | 8,991 | -22.5% | 0.06% | -25.0% |
| Q2 2018 | $2,372,000 | +19.3% | 11,607 | +11.2% | 0.08% | +14.3% |
| Q1 2018 | $1,989,000 | +59.4% | 10,438 | +56.2% | 0.07% | +48.9% |
| Q4 2017 | $1,248,000 | +26.6% | 6,682 | +21.3% | 0.05% | +23.7% |
| Q3 2017 | $986,000 | +31.6% | 5,507 | +24.1% | 0.04% | +35.7% |
| Q2 2017 | $749,000 | -95.7% | 4,439 | -95.9% | 0.03% | -95.3% |
| Q1 2017 | $17,538,000 | – | 108,487 | – | 0.60% | – |
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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% |