ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 485 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 5.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $50,000 | +6.4% | 257 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $47,000 | +9.3% | 257 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $43,000 | -10.4% | 257 | -13.5% | 0.03% | -10.3% |
| Q1 2017 | $48,000 | +4.3% | 297 | 0.0% | 0.03% | -3.3% |
| Q4 2016 | $46,000 | +4.5% | 297 | 0.0% | 0.03% | +3.4% |
| Q3 2016 | $44,000 | – | 297 | – | 0.03% | – |
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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% |