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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $209,000 | -17.7% | 695 | -48.8% | 0.00% | -50.0% |
| Q4 2017 | $254,000 | +0.4% | 1,358 | -4.0% | 0.01% | 0.0% |
| Q3 2017 | $253,000 | +5.4% | 1,414 | -0.4% | 0.01% | 0.0% |
| Q2 2017 | $240,000 | -1.2% | 1,420 | -5.6% | 0.01% | 0.0% |
| Q1 2017 | $243,000 | +4.3% | 1,504 | -0.7% | 0.01% | 0.0% |
| Q4 2016 | $233,000 | +3.6% | 1,514 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $225,000 | +6.1% | 1,514 | -1.9% | 0.01% | 0.0% |
| Q2 2016 | $212,000 | +3.4% | 1,544 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $205,000 | -3.3% | 1,544 | +1.6% | 0.01% | 0.0% |
| Q4 2015 | $212,000 | +4.4% | 1,519 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $203,000 | -13.6% | 1,519 | +0.1% | 0.01% | -14.3% |
| Q2 2015 | $235,000 | -0.4% | 1,518 | -2.5% | 0.01% | 0.0% |
| Q1 2015 | $236,000 | -31.6% | 1,557 | -35.7% | 0.01% | -36.4% |
| Q4 2014 | $345,000 | +14.2% | 2,423 | +4.1% | 0.01% | +10.0% |
| Q3 2014 | $302,000 | +36.7% | 2,327 | +46.0% | 0.01% | +11.1% |
| Q2 2014 | $221,000 | -20.2% | 1,594 | -21.8% | 0.01% | -25.0% |
| Q1 2014 | $277,000 | -2.5% | 2,038 | -2.6% | 0.01% | -7.7% |
| Q4 2013 | $284,000 | +1.1% | 2,093 | -6.2% | 0.01% | 0.0% |
| Q3 2013 | $281,000 | +38.4% | 2,231 | +22.6% | 0.01% | +30.0% |
| Q2 2013 | $203,000 | – | 1,819 | – | 0.01% | – |
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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% |