ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 654 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 10.07 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |