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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $29,000 | -96.7% | 28,720 | +444.2% | 0.00% | -99.5% |
| Q2 2017 | $891,000 | +16.3% | 5,277 | +6.0% | 0.39% | +305.2% |
| Q1 2017 | $766,000 | -4.0% | 4,978 | -4.0% | 0.10% | +2.1% |
| Q4 2016 | $798,000 | +37.8% | 5,184 | +13.3% | 0.09% | +77.4% |
| Q1 2016 | $579,000 | -30.9% | 4,574 | -26.9% | 0.05% | -96.7% |
| Q3 2015 | $838,000 | -14.1% | 6,254 | -62.9% | 1.62% | +0.1% |
| Q2 2015 | $975,000 | +52.3% | 16,873 | +299.3% | 1.62% | +255.4% |
| Q1 2015 | $640,000 | +28.3% | 4,226 | +20.6% | 0.46% | +26.9% |
| Q4 2014 | $499,000 | +32.7% | 3,504 | +20.7% | 0.36% | -71.2% |
| Q3 2014 | $376,000 | – | 2,902 | – | 1.25% | – |
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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% |