ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 480 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.92 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $661,000 | +3.3% | 6,296 | +3.3% | 0.00% | 0.0% |
| Q3 2019 | $640,000 | +0.3% | 6,094 | +0.2% | 0.00% | 0.0% |
| Q2 2019 | $638,000 | -23.5% | 6,080 | -23.4% | 0.00% | 0.0% |
| Q1 2019 | $834,000 | +13.5% | 7,940 | +13.4% | 0.00% | 0.0% |
| Q4 2018 | $735,000 | +7.1% | 7,002 | +7.2% | 0.00% | 0.0% |
| Q3 2018 | $686,000 | +3.9% | 6,530 | +3.9% | 0.00% | 0.0% |
| Q2 2018 | $660,000 | -6.1% | 6,287 | -6.2% | 0.00% | 0.0% |
| Q1 2018 | $703,000 | +9.8% | 6,699 | +9.9% | 0.00% | 0.0% |
| Q4 2017 | $640,000 | +4.2% | 6,093 | +4.2% | 0.00% | 0.0% |
| Q3 2017 | $614,000 | +12.2% | 5,845 | +12.2% | 0.00% | 0.0% |
| Q2 2017 | $547,000 | +12.8% | 5,210 | +12.8% | 0.00% | 0.0% |
| Q1 2017 | $485,000 | +3.6% | 4,620 | +3.7% | 0.00% | 0.0% |
| Q4 2016 | $468,000 | +7.6% | 4,455 | +7.6% | 0.00% | 0.0% |
| Q3 2016 | $435,000 | -37.0% | 4,142 | -37.0% | 0.00% | 0.0% |
| Q2 2016 | $690,000 | +4.5% | 6,573 | +4.6% | 0.00% | 0.0% |
| Q1 2016 | $660,000 | +5.9% | 6,285 | +6.0% | 0.00% | 0.0% |
| Q4 2015 | $623,000 | +8.2% | 5,930 | +8.0% | 0.00% | 0.0% |
| Q3 2015 | $576,000 | +27.2% | 5,491 | +27.3% | 0.00% | 0.0% |
| Q2 2015 | $453,000 | +59.5% | 4,314 | +59.7% | 0.00% | 0.0% |
| Q1 2015 | $284,000 | – | 2,702 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 65,125 | $13,970,690 | 11.13% |
| BARINGS LLC | 1,390,150 | $298,214,978 | 10.57% |
| Stone Asset Management Inc. | 76,618 | $16,436,074 | 10.20% |
| COLUMBIA ADVISORY PARTNERS LLC | 40,093 | $8,600,750 | 8.19% |
| Erickson Financial Group, LLC | 33,597 | $7,207,228 | 7.80% |
| KABOUTER MANAGEMENT, LLC | 102,338 | $21,998 | 7.68% |
| Cassaday & Co Wealth Management LLC | 746,180 | $160,070,532 | 7.39% |
| Alaska Permanent Fund Corp | 2,067,190 | $443,453 | 7.23% |
| Cohen Klingenstein LLC | 585,165 | $125,529,596 | 6.32% |
| Foundation Wealth Management, LLC | 26,405 | $5,664,241 | 5.75% |