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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $370,000 | -52.7% | 1,446 | -59.1% | 0.00% | -75.0% |
| Q3 2020 | $783,000 | +131.7% | 3,534 | +65.4% | 0.02% | +23.1% |
| Q1 2020 | $338,000 | -33.5% | 2,136 | -17.2% | 0.01% | -35.0% |
| Q1 2019 | $508,000 | +53.9% | 2,581 | +59.8% | 0.02% | 0.0% |
| Q2 2018 | $330,000 | -34.4% | 1,615 | -45.8% | 0.02% | -59.2% |
| Q2 2017 | $503,000 | +2.0% | 2,978 | -2.3% | 0.05% | +6.5% |
| Q1 2017 | $493,000 | -37.0% | 3,048 | -42.0% | 0.05% | -45.2% |
| Q3 2016 | $783,000 | +62.4% | 5,257 | +44.7% | 0.08% | +7.7% |
| Q1 2016 | $482,000 | +121.1% | 3,632 | +157.4% | 0.08% | +105.3% |
| Q2 2015 | $218,000 | -64.2% | 1,411 | -68.0% | 0.04% | -41.5% |
| Q2 2014 | $609,000 | -23.6% | 4,403 | -24.8% | 0.06% | -46.3% |
| Q1 2014 | $797,000 | +2.7% | 5,857 | +2.3% | 0.12% | -12.3% |
| Q4 2013 | $776,000 | – | 5,728 | – | 0.14% | – |
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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% |