ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 361 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,680 | -6.2% | 827 | -1.0% | 0.01% | +8.3% |
| Q1 2022 | $214,000 | -98.5% | 835 | -99.2% | 0.01% | -96.2% |
| Q3 2015 | $14,650,000 | +3396.4% | 109,356 | +3932.3% | 0.31% | +3388.9% |
| Q2 2015 | $419,000 | -91.9% | 2,712 | -92.1% | 0.01% | -91.7% |
| Q1 2015 | $5,198,000 | +230.9% | 34,295 | +210.9% | 0.11% | +220.6% |
| Q4 2014 | $1,571,000 | +6.4% | 11,031 | -3.1% | 0.03% | +3.0% |
| Q3 2014 | $1,477,000 | +418.2% | 11,386 | +453.5% | 0.03% | +450.0% |
| Q2 2014 | $285,000 | -6.6% | 2,057 | -8.2% | 0.01% | -14.3% |
| Q1 2014 | $305,000 | -2.6% | 2,240 | -3.0% | 0.01% | 0.0% |
| Q4 2013 | $313,000 | -0.3% | 2,310 | -7.4% | 0.01% | -12.5% |
| Q3 2013 | $314,000 | -3.7% | 2,494 | -14.6% | 0.01% | -11.1% |
| Q2 2013 | $326,000 | – | 2,920 | – | 0.01% | – |
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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% |