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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $417,000 | +4.8% | 1,387 | 0.0% | 0.11% | 0.0% |
| Q4 2020 | $398,000 | +29.6% | 1,387 | +0.1% | 0.11% | +16.8% |
| Q3 2020 | $307,000 | +7.3% | 1,385 | +0.1% | 0.10% | -1.0% |
| Q2 2020 | $286,000 | +31.2% | 1,383 | +0.4% | 0.10% | +6.7% |
| Q1 2020 | $218,000 | -26.1% | 1,378 | 0.0% | 0.09% | -10.9% |
| Q4 2019 | $295,000 | +11.7% | 1,378 | +0.4% | 0.10% | +3.1% |
| Q3 2019 | $264,000 | -4.3% | 1,372 | 0.0% | 0.10% | -4.9% |
| Q2 2019 | $276,000 | +2.6% | 1,372 | +0.1% | 0.10% | +3.0% |
| Q1 2019 | $269,000 | +17.0% | 1,370 | +0.1% | 0.10% | +5.3% |
| Q4 2018 | $230,000 | -21.5% | 1,368 | +0.4% | 0.10% | -8.7% |
| Q3 2018 | $293,000 | +5.4% | 1,362 | +0.1% | 0.10% | -1.9% |
| Q2 2018 | $278,000 | +10.3% | 1,361 | +0.1% | 0.11% | +3.9% |
| Q1 2018 | $252,000 | -0.8% | 1,360 | +0.1% | 0.10% | -2.9% |
| Q4 2017 | $254,000 | +5.0% | 1,359 | +0.4% | 0.10% | 0.0% |
| Q3 2017 | $242,000 | +6.6% | 1,354 | +0.2% | 0.10% | +4.0% |
| Q2 2017 | $227,000 | -20.4% | 1,351 | -22.0% | 0.10% | -19.8% |
| Q1 2017 | $285,000 | +3.3% | 1,731 | +0.2% | 0.13% | +4.1% |
| Q4 2016 | $276,000 | +7.8% | 1,728 | +0.4% | 0.12% | -40.4% |
| Q3 2016 | $256,000 | – | 1,721 | – | 0.20% | – |
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% |