ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 603 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,000 | -95.8% | 6 | -95.1% | 0.00% | -96.2% |
| Q3 2019 | $24,000 | -4.0% | 123 | 0.0% | 0.05% | -20.0% |
| Q2 2019 | $25,000 | -32.4% | 123 | -33.9% | 0.06% | -29.3% |
| Q1 2019 | $37,000 | +19.4% | 186 | 0.0% | 0.09% | -7.1% |
| Q4 2018 | $31,000 | -32.6% | 186 | -12.3% | 0.10% | -31.2% |
| Q3 2018 | $46,000 | +7.0% | 212 | 0.0% | 0.14% | -4.0% |
| Q2 2018 | $43,000 | +7.5% | 212 | 0.0% | 0.15% | +4.9% |
| Q1 2018 | $40,000 | +166.7% | 212 | +171.8% | 0.14% | +101.4% |
| Q4 2017 | $15,000 | +7.1% | 78 | 0.0% | 0.07% | +2.9% |
| Q3 2017 | $14,000 | +55.6% | 78 | +50.0% | 0.07% | +43.8% |
| Q2 2017 | $9,000 | +350.0% | 52 | +372.7% | 0.05% | +300.0% |
| Q1 2017 | $2,000 | – | 11 | – | 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% |