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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $217,000 | 0.0% | 741 | +0.3% | 0.09% | -2.1% |
Q3 2021 | $217,000 | -5.7% | 739 | 0.0% | 0.10% | -9.4% |
Q2 2021 | $230,000 | 0.0% | 739 | -3.3% | 0.11% | -4.5% |
Q1 2021 | $230,000 | +5.0% | 764 | 0.0% | 0.11% | +0.9% |
Q4 2020 | $219,000 | -71.8% | 764 | -84.9% | 0.11% | -82.1% |
Q4 2016 | $777,000 | +81.1% | 5,045 | +55.8% | 0.61% | +50.6% |
Q1 2016 | $429,000 | +44.4% | 3,239 | +51.9% | 0.41% | +66.1% |
Q4 2015 | $297,000 | -78.6% | 2,133 | -76.3% | 0.24% | -74.7% |
Q2 2015 | $1,390,000 | -3.3% | 8,995 | -5.2% | 0.97% | +1.0% |
Q1 2015 | $1,438,000 | +33.0% | 9,491 | +24.9% | 0.96% | +31.2% |
Q4 2014 | $1,081,000 | +294.5% | 7,596 | +259.7% | 0.73% | +290.9% |
Q3 2014 | $274,000 | -6.2% | 2,112 | +0.1% | 0.19% | -1.1% |
Q2 2014 | $292,000 | +2.1% | 2,109 | +0.2% | 0.19% | +6.8% |
Q1 2014 | $286,000 | -72.4% | 2,105 | -72.5% | 0.18% | -73.6% |
Q4 2013 | $1,036,000 | – | 7,648 | – | 0.67% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 68,407 | $15,333,457 | 11.39% |
BARINGS LLC | 1,458,050 | $326,821,908 | 11.15% |
Cassaday & Co Wealth Management LLC | 818,245 | $183,409,568 | 7.66% |
Erickson Financial Group, LLC | 36,013 | $8,072,314 | 7.55% |
Sequent Asset Management, LLC | 25,631 | $5,745,188 | 6.30% |
Powell Investment Advisors, LLC | 42,873 | $9,629,439 | 5.79% |
Cohen Klingenstein LLC | 566,974 | $127,087,222 | 5.76% |
MMA ASSET MANAGEMENT LLC | 41,637 | $9,332,869 | 5.73% |
Covenant Partners, LLC | 66,240 | $14,847,632 | 5.39% |
Hillcrest Wealth Advisors - NY, LLC | 41,225 | $9,240,584 | 5.26% |