ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 492 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $23,650,000 | +21.0% | 132,154 | +14.1% | 0.07% | +16.9% |
| Q2 2017 | $19,551,000 | +22.0% | 115,843 | +16.9% | 0.06% | +15.7% |
| Q1 2017 | $16,026,000 | +7.8% | 99,136 | +2.7% | 0.05% | +2.0% |
| Q4 2016 | $14,863,000 | +185.0% | 96,550 | +175.7% | 0.05% | +177.8% |
| Q3 2016 | $5,215,000 | +438.2% | 35,022 | +400.3% | 0.02% | +350.0% |
| Q2 2014 | $969,000 | – | 7,000 | – | 0.00% | – |
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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% |