ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2018 | $3,044,000 | -0.2% | 15,971 | -2.3% | 2.79% | +3.7% |
Q4 2017 | $3,051,000 | +2.1% | 16,340 | -2.1% | 2.69% | -6.2% |
Q3 2017 | $2,988,000 | +52.9% | 16,695 | +7.5% | 2.87% | -28.7% |
Q3 2013 | $1,954,000 | +5.7% | 15,527 | -6.4% | 4.02% | +26.5% |
Q2 2013 | $1,849,000 | – | 16,585 | – | 3.18% | – |
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% |