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 2019 | $463,000 | +11.3% | 2,161 | 0.0% | 0.06% | +3.4% |
| Q3 2019 | $416,000 | -12.1% | 2,161 | -8.2% | 0.06% | -10.6% |
| Q2 2019 | $473,000 | +37.9% | 2,354 | +35.0% | 0.07% | +37.5% |
| Q1 2019 | $343,000 | -23.8% | 1,744 | -34.9% | 0.05% | -34.2% |
| Q4 2018 | $450,000 | -21.9% | 2,677 | 0.0% | 0.07% | -7.6% |
| Q3 2018 | $576,000 | -0.7% | 2,677 | -5.8% | 0.08% | -1.2% |
| Q2 2018 | $580,000 | -18.8% | 2,841 | -24.2% | 0.08% | -18.4% |
| Q1 2018 | $714,000 | +2.1% | 3,746 | 0.0% | 0.10% | +11.4% |
| Q4 2017 | $699,000 | +4.2% | 3,746 | 0.0% | 0.09% | 0.0% |
| Q3 2017 | $671,000 | +6.2% | 3,746 | 0.0% | 0.09% | +4.8% |
| Q2 2017 | $632,000 | -3.8% | 3,746 | -7.8% | 0.08% | -7.7% |
| Q1 2017 | $657,000 | +2.8% | 4,061 | -2.2% | 0.09% | -2.2% |
| Q4 2016 | $639,000 | +3.4% | 4,151 | 0.0% | 0.09% | 0.0% |
| Q3 2016 | $618,000 | -1.4% | 4,151 | -9.1% | 0.09% | -4.1% |
| Q2 2016 | $627,000 | -4.1% | 4,567 | -7.4% | 0.10% | -15.7% |
| Q1 2016 | $654,000 | -20.4% | 4,930 | -16.4% | 0.12% | -20.1% |
| Q4 2015 | $822,000 | +62.8% | 5,900 | +56.5% | 0.14% | +56.5% |
| Q3 2015 | $505,000 | -16.8% | 3,770 | -4.0% | 0.09% | -8.9% |
| Q2 2015 | $607,000 | +14.3% | 3,926 | +12.0% | 0.10% | +7.4% |
| Q1 2015 | $531,000 | +6.4% | 3,504 | 0.0% | 0.09% | +8.0% |
| Q4 2014 | $499,000 | +1.6% | 3,504 | -7.4% | 0.09% | -11.2% |
| Q3 2014 | $491,000 | -14.0% | 3,784 | -8.3% | 0.10% | -9.3% |
| Q2 2014 | $571,000 | -18.7% | 4,127 | -20.1% | 0.11% | -25.5% |
| Q1 2014 | $702,000 | -17.2% | 5,162 | -17.5% | 0.14% | -23.3% |
| Q4 2013 | $848,000 | +18.4% | 6,257 | +10.0% | 0.19% | +8.0% |
| Q3 2013 | $716,000 | +5.3% | 5,687 | -6.7% | 0.18% | +337.5% |
| Q2 2013 | $680,000 | – | 6,096 | – | 0.04% | – |
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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% |