ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 492 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $222,000 | 0.0% | 757 | 0.0% | 0.06% | -5.2% |
Q3 2021 | $222,000 | -19.3% | 757 | -14.3% | 0.06% | -18.3% |
Q2 2021 | $275,000 | +2.6% | 883 | -0.9% | 0.07% | -4.1% |
Q1 2021 | $268,000 | +3.9% | 891 | -0.9% | 0.07% | -1.3% |
Q4 2020 | $258,000 | -28.3% | 899 | -46.6% | 0.08% | -33.6% |
Q4 2019 | $360,000 | +10.4% | 1,682 | -0.5% | 0.11% | +4.6% |
Q3 2019 | $326,000 | -4.7% | 1,691 | -0.8% | 0.11% | -1.8% |
Q2 2019 | $342,000 | +1.5% | 1,704 | -0.5% | 0.11% | -0.9% |
Q1 2019 | $337,000 | +17.0% | 1,712 | 0.0% | 0.11% | +8.8% |
Q4 2018 | $288,000 | -22.8% | 1,712 | -1.4% | 0.10% | -14.3% |
Q3 2018 | $373,000 | +0.3% | 1,736 | -4.7% | 0.12% | -4.8% |
Q2 2018 | $372,000 | +4.8% | 1,821 | -2.1% | 0.12% | +5.0% |
Q1 2018 | $355,000 | -64.0% | 1,861 | -64.8% | 0.12% | -63.5% |
Q4 2017 | $986,000 | +2.8% | 5,283 | -1.4% | 0.33% | +0.6% |
Q3 2017 | $959,000 | +1.7% | 5,357 | -4.2% | 0.32% | -1.5% |
Q2 2017 | $943,000 | +2.2% | 5,589 | -2.1% | 0.33% | -3.2% |
Q1 2017 | $923,000 | +10.4% | 5,710 | +5.2% | 0.34% | +5.3% |
Q4 2016 | $836,000 | +3.9% | 5,429 | +0.4% | 0.32% | +2.5% |
Q3 2016 | $805,000 | -0.5% | 5,406 | -8.4% | 0.32% | -5.4% |
Q2 2016 | $809,000 | +4.8% | 5,901 | +1.4% | 0.33% | -3.2% |
Q1 2016 | $772,000 | -9.6% | 5,822 | -5.0% | 0.34% | -16.3% |
Q4 2015 | $854,000 | – | 6,130 | – | 0.41% | – |
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% |