ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $110,000 | +31.0% | 530 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $84,000 | -26.3% | 530 | 0.0% | 0.02% | -30.0% |
| Q4 2019 | $114,000 | +11.8% | 530 | 0.0% | 0.03% | +15.4% |
| Q3 2019 | $102,000 | -3.8% | 530 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $106,000 | +1.9% | 530 | 0.0% | 0.03% | +17.4% |
| Q1 2019 | $104,000 | +16.9% | 530 | 0.0% | 0.02% | +21.1% |
| Q4 2018 | $89,000 | -21.9% | 530 | 0.0% | 0.02% | -9.5% |
| Q3 2018 | $114,000 | +5.6% | 530 | 0.0% | 0.02% | +40.0% |
| Q2 2018 | $108,000 | -79.6% | 530 | +424.8% | 0.02% | +200.0% |
| Q1 2018 | $530,000 | +435.4% | 101 | -80.9% | 0.01% | -50.0% |
| Q4 2017 | $99,000 | +4.2% | 530 | 0.0% | 0.01% | +11.1% |
| Q3 2017 | $95,000 | +6.7% | 530 | 0.0% | 0.01% | -10.0% |
| Q2 2017 | $89,000 | -83.2% | 530 | +516.3% | 0.01% | +900.0% |
| Q1 2017 | $530,000 | +570.9% | 86 | -83.8% | 0.00% | -90.0% |
| Q3 2016 | $79,000 | +8.2% | 530 | 0.0% | 0.01% | +11.1% |
| Q2 2016 | $73,000 | -99.9% | 530 | 0.0% | 0.01% | -93.4% |
| Q1 2016 | $70,283,000 | +94877.0% | 530 | 0.0% | 0.14% | +1270.0% |
| Q4 2015 | $74,000 | – | 530 | – | 0.01% | – |
Download | ||||||
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% |