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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $791,000 | -49.3% | 5,000 | -31.4% | 0.02% | -39.5% |
| Q4 2019 | $1,561,000 | -40.4% | 7,285 | -53.2% | 0.04% | -54.2% |
| Q4 2018 | $2,617,000 | +176.1% | 15,575 | +206.6% | 0.08% | +130.6% |
| Q4 2017 | $948,000 | -82.8% | 5,080 | -83.5% | 0.04% | -85.2% |
| Q3 2017 | $5,512,000 | +242.4% | 30,800 | +172.4% | 0.24% | +117.9% |
| Q4 2014 | $1,610,000 | – | 11,305 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Price Capital Management, Inc. | 5,000 | $1,294,000 | 24.14% |
| Bronte Capital Management Pty Ltd. | 550,200 | $140,714,000 | 11.82% |
| VAUGHAN & Co SECURITIES, INC. | 65,085 | $16,645,000 | 11.51% |
| BARINGS LLC | 1,365,650 | $349,265,000 | 10.51% |
| COLUMBIA ADVISORY PARTNERS LLC | 32,468 | $8,304,000 | 8.33% |
| Stone Asset Management Inc. | 56,778 | $14,521,000 | 8.10% |
| Powell Investment Advisors, LLC | 46,785 | $11,965,000 | 6.96% |
| Cohen Klingenstein LLC | 589,833 | $150,850,000 | 6.26% |
| FIFTH THIRD SECURITIES, INC. | 7,544 | $1,929,000 | 5.75% |
| Hillcrest Wealth Advisors - NY, LLC | 39,652 | $10,141,000 | 5.62% |