ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 405 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $6,269,000 | +55.2% | 35,029 | +46.3% | 0.02% | +56.2% |
Q2 2017 | $4,040,000 | +4.9% | 23,938 | -4.3% | 0.02% | 0.0% |
Q4 2016 | $3,851,000 | +145.0% | 25,015 | +136.9% | 0.02% | +128.6% |
Q3 2016 | $1,572,000 | -29.6% | 10,559 | -35.1% | 0.01% | -30.0% |
Q2 2016 | $2,232,000 | -37.2% | 16,272 | -39.2% | 0.01% | -33.3% |
Q1 2016 | $3,552,000 | +291.2% | 26,770 | +294.8% | 0.02% | +275.0% |
Q3 2015 | $908,000 | -79.1% | 6,780 | -76.3% | 0.00% | -76.5% |
Q1 2015 | $4,339,000 | +99.0% | 28,630 | +70.3% | 0.02% | +88.9% |
Q3 2014 | $2,180,000 | -19.9% | 16,810 | -14.5% | 0.01% | -18.2% |
Q2 2014 | $2,721,000 | +85.2% | 19,660 | +82.0% | 0.01% | +57.1% |
Q1 2014 | $1,469,000 | -14.6% | 10,800 | -15.0% | 0.01% | 0.0% |
Q4 2013 | $1,721,000 | +68.6% | 12,700 | +56.6% | 0.01% | +40.0% |
Q3 2013 | $1,021,000 | -16.1% | 8,110 | -25.7% | 0.01% | -16.7% |
Q2 2013 | $1,217,000 | – | 10,915 | – | 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% |