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 | ||||
---|---|---|---|---|---|---|
Q4 2018 | $2,452,296,000 | -28.9% | 14,597 | -9.0% | 5.96% | -12.8% |
Q3 2018 | $3,448,807,000 | -0.3% | 16,035 | -5.3% | 6.84% | +2.7% |
Q2 2018 | $3,458,081,000 | +14.1% | 16,924 | +6.5% | 6.66% | +72.9% |
Q1 2018 | $3,029,681,000 | +6.1% | 15,898 | +4.0% | 3.85% | +25.9% |
Q4 2017 | $2,854,269,000 | +2.6% | 15,288 | -1.6% | 3.06% | -9.8% |
Q3 2017 | $2,781,038,000 | +94.5% | 15,540 | +83.4% | 3.39% | +101.7% |
Q2 2017 | $1,430,156,000 | +230.8% | 8,474 | +216.9% | 1.68% | +241.2% |
Q1 2017 | $432,278,000 | +229.6% | 2,674 | +213.8% | 0.49% | +242.4% |
Q4 2016 | $131,156,000 | -76.0% | 852 | -76.8% | 0.14% | -64.9% |
Q3 2016 | $547,207,000 | – | 3,675 | – | 0.41% | – |
Download |
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% |