ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 5.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $328,000 | -31.8% | 1,953 | -12.7% | 0.01% | -25.0% |
Q3 2018 | $481,000 | +1.3% | 2,236 | -3.8% | 0.01% | 0.0% |
Q2 2018 | $475,000 | +27.7% | 2,325 | +19.2% | 0.01% | +14.3% |
Q1 2018 | $372,000 | +3.3% | 1,951 | +1.3% | 0.01% | 0.0% |
Q4 2017 | $360,000 | -80.1% | 1,926 | -80.9% | 0.01% | -80.0% |
Q3 2017 | $1,805,000 | -39.0% | 10,088 | -42.5% | 0.04% | -41.7% |
Q2 2017 | $2,961,000 | +14.4% | 17,545 | +9.6% | 0.06% | +3.4% |
Q1 2017 | $2,588,000 | -45.9% | 16,011 | -48.5% | 0.06% | -50.0% |
Q4 2016 | $4,787,000 | -7.1% | 31,098 | -10.2% | 0.12% | -14.1% |
Q3 2016 | $5,155,000 | -47.6% | 34,620 | -51.7% | 0.14% | -50.0% |
Q2 2016 | $9,835,000 | +6.1% | 71,693 | +2.6% | 0.27% | -2.9% |
Q1 2016 | $9,270,000 | +2.8% | 69,907 | +8.0% | 0.28% | -5.8% |
Q4 2015 | $9,014,000 | +38.8% | 64,720 | +33.5% | 0.30% | +24.5% |
Q3 2015 | $6,494,000 | -7.4% | 48,475 | +6.9% | 0.24% | -7.1% |
Q2 2015 | $7,012,000 | +8.4% | 45,359 | +6.3% | 0.26% | +4.5% |
Q1 2015 | $6,466,000 | -54.5% | 42,664 | -57.3% | 0.24% | -57.9% |
Q4 2014 | $14,213,000 | +139.8% | 99,825 | +118.5% | 0.58% | +119.3% |
Q3 2014 | $5,926,000 | +1317.7% | 45,694 | +1413.0% | 0.26% | +1289.5% |
Q2 2014 | $418,000 | -3.7% | 3,020 | -5.3% | 0.02% | -13.6% |
Q1 2014 | $434,000 | -34.6% | 3,188 | -35.0% | 0.02% | -40.5% |
Q4 2013 | $664,000 | -46.1% | 4,902 | -49.9% | 0.04% | -51.3% |
Q3 2013 | $1,231,000 | -73.1% | 9,785 | -76.2% | 0.08% | -75.9% |
Q2 2013 | $4,583,000 | – | 41,103 | – | 0.32% | – |
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% |