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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $280,000 | -1.8% | 946 | -2.6% | 0.02% | -6.2% |
| Q3 2021 | $285,000 | -5.6% | 971 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $302,000 | +53.3% | 971 | +48.0% | 0.02% | +41.7% |
| Q1 2021 | $197,000 | +4.8% | 656 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $188,000 | +29.7% | 656 | 0.0% | 0.01% | +18.2% |
| Q3 2020 | $145,000 | +5.8% | 656 | -1.2% | 0.01% | 0.0% |
| Q2 2020 | $137,000 | +30.5% | 664 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $105,000 | -26.1% | 664 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $142,000 | +25.7% | 664 | +12.4% | 0.01% | +10.0% |
| Q3 2019 | $113,000 | -9.6% | 591 | -5.4% | 0.01% | -9.1% |
| Q2 2019 | $125,000 | +7.8% | 625 | +5.8% | 0.01% | 0.0% |
| Q1 2019 | $116,000 | +10.5% | 591 | -2.0% | 0.01% | -8.3% |
| Q4 2018 | $105,000 | -18.6% | 603 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $129,000 | +7.5% | 603 | +2.0% | 0.01% | +7.7% |
| Q2 2018 | $120,000 | +7.1% | 591 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $112,000 | +1.8% | 591 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $110,000 | +2.8% | 591 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $107,000 | +8.1% | 591 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $99,000 | +4.2% | 591 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $95,000 | +86.3% | 591 | +75.9% | 0.01% | +71.4% |
| Q4 2016 | $51,000 | +41.7% | 336 | +38.8% | 0.01% | +40.0% |
| Q3 2016 | $36,000 | +620.0% | 242 | +490.2% | 0.01% | +400.0% |
| Q2 2016 | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | -16.7% | 41 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $6,000 | 0.0% | 41 | 0.0% | 0.00% | -66.7% |
| Q1 2015 | $6,000 | – | 41 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 65,125 | $13,970,690 | 11.13% |
| BARINGS LLC | 1,390,150 | $298,214,978 | 10.57% |
| Stone Asset Management Inc. | 76,618 | $16,436,074 | 10.20% |
| COLUMBIA ADVISORY PARTNERS LLC | 40,093 | $8,600,750 | 8.19% |
| Erickson Financial Group, LLC | 33,597 | $7,207,228 | 7.80% |
| KABOUTER MANAGEMENT, LLC | 102,338 | $21,998 | 7.68% |
| Cassaday & Co Wealth Management LLC | 746,180 | $160,070,532 | 7.39% |
| Alaska Permanent Fund Corp | 2,067,190 | $443,453 | 7.23% |
| Cohen Klingenstein LLC | 585,165 | $125,529,596 | 6.32% |
| Foundation Wealth Management, LLC | 26,405 | $5,664,241 | 5.75% |