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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |