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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $281,000 | -0.4% | 1,306 | -11.8% | 0.06% | -4.8% |
| Q1 2018 | $282,000 | +28.8% | 1,481 | +20.8% | 0.06% | +21.6% |
| Q3 2017 | $219,000 | -90.4% | 1,226 | -91.0% | 0.05% | -91.0% |
| Q2 2017 | $2,293,000 | +817.2% | 13,589 | +710.8% | 0.57% | +700.0% |
| Q3 2016 | $250,000 | -11.7% | 1,676 | -18.6% | 0.07% | -9.0% |
| Q2 2016 | $283,000 | -22.0% | 2,060 | -24.7% | 0.08% | -20.4% |
| Q1 2016 | $363,000 | +134.2% | 2,736 | +135.3% | 0.10% | +145.0% |
| Q3 2015 | $155,000 | -35.7% | 1,163 | -25.6% | 0.04% | -38.5% |
| Q2 2015 | $241,000 | +2.6% | 1,564 | +0.8% | 0.06% | +12.1% |
| Q1 2015 | $235,000 | +186.6% | 1,551 | +169.3% | 0.06% | +163.6% |
| Q4 2014 | $82,000 | +6.5% | 576 | -2.4% | 0.02% | -4.3% |
| Q3 2014 | $77,000 | -6.1% | 590 | -0.5% | 0.02% | -20.7% |
| Q2 2014 | $82,000 | -11.8% | 593 | -12.9% | 0.03% | -25.6% |
| Q1 2014 | $93,000 | +36.8% | 681 | +35.7% | 0.04% | 0.0% |
| Q4 2013 | $68,000 | – | 502 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bronte Capital Management Pty Ltd. | 703,900 | $206,278,000 | 13.61% |
| VAUGHAN & Co SECURITIES, INC. | 61,022 | $17,883,000 | 12.13% |
| Stone Asset Management Inc. | 59,249 | $17,363,000 | 10.23% |
| BARINGS LLC | 2,604,300 | $763,190,000 | 9.84% |
| Cohen Klingenstein LLC | 589,513 | $172,757,000 | 6.83% |
| Powell Investment Advisors, LLC | 41,007 | $12,017,000 | 6.83% |
| ARMOR ADVISORS, L.L.C. | 115,000 | $33,701,000 | 6.62% |
| Hillcrest Wealth Advisors - NY, LLC | 37,127 | $10,880,000 | 5.85% |
| NSI Retail Advisors, LLC | 115,993 | $33,992,000 | 5.47% |
| MMA ASSET MANAGEMENT LLC | 24,224 | $7,099,000 | 5.02% |