ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 294 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 1.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $227,000 | +5.1% | 755 | 0.0% | 0.07% | -5.3% |
| Q4 2020 | $216,000 | -72.2% | 755 | -85.3% | 0.08% | -75.9% |
| Q1 2015 | $778,000 | +8.2% | 5,135 | +1.7% | 0.32% | +30.2% |
| Q4 2014 | $719,000 | -53.0% | 5,050 | -57.2% | 0.24% | -53.6% |
| Q3 2014 | $1,530,000 | +44.6% | 11,800 | +40.5% | 0.52% | +172.8% |
| Q3 2013 | $1,058,000 | -48.6% | 8,400 | -54.5% | 0.19% | -24.8% |
| Q2 2013 | $2,058,000 | – | 18,450 | – | 0.25% | – |
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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% |