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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $397,000 | -4.1% | 2,062 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $414,000 | +2.0% | 2,062 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $406,000 | +17.3% | 2,062 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $346,000 | -21.9% | 2,062 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $443,000 | +5.2% | 2,062 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $421,000 | +7.1% | 2,062 | 0.0% | 0.01% | +14.3% |
| Q1 2018 | $393,000 | +2.1% | 2,062 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $385,000 | +9.1% | 2,062 | +4.5% | 0.01% | +16.7% |
| Q3 2017 | $353,000 | +6.0% | 1,973 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $333,000 | +4.4% | 1,973 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $319,000 | +4.9% | 1,973 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $304,000 | +3.4% | 1,973 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $294,000 | +8.5% | 1,973 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $271,000 | -10.0% | 1,973 | -13.1% | 0.01% | 0.0% |
| Q1 2016 | $301,000 | -6.8% | 2,270 | -2.2% | 0.01% | -14.3% |
| Q4 2015 | $323,000 | – | 2,321 | – | 0.01% | – |
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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% |