ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 645 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $202,000 | -7.8% | 689 | -9.7% | 0.04% | -23.7% |
| Q4 2020 | $219,000 | -16.7% | 763 | -35.8% | 0.06% | -21.3% |
| Q3 2020 | $263,000 | -3.0% | 1,189 | -9.1% | 0.08% | -12.8% |
| Q2 2020 | $271,000 | +17.3% | 1,308 | -10.4% | 0.09% | 0.0% |
| Q1 2020 | $231,000 | -8.7% | 1,460 | +23.6% | 0.09% | -1.1% |
| Q4 2019 | $253,000 | +11.5% | 1,181 | +0.3% | 0.09% | -2.2% |
| Q3 2019 | $227,000 | -4.2% | 1,178 | 0.0% | 0.09% | +2.3% |
| Q2 2019 | $237,000 | -4.4% | 1,178 | -6.4% | 0.09% | -7.4% |
| Q1 2019 | $248,000 | +10.7% | 1,259 | -5.5% | 0.09% | -6.0% |
| Q4 2018 | $224,000 | -21.7% | 1,332 | +0.2% | 0.10% | -10.7% |
| Q3 2018 | $286,000 | +5.5% | 1,329 | 0.0% | 0.11% | -3.4% |
| Q2 2018 | $271,000 | -10.6% | 1,329 | -16.5% | 0.12% | -12.1% |
| Q1 2018 | $303,000 | +2.4% | 1,591 | +0.1% | 0.13% | -1.5% |
| Q4 2017 | $296,000 | -53.3% | 1,589 | -56.6% | 0.13% | -14.6% |
| Q3 2017 | $634,000 | +81.1% | 3,659 | +76.6% | 0.16% | -11.3% |
| Q2 2017 | $350,000 | +9.4% | 2,072 | +4.4% | 0.18% | +7.9% |
| Q1 2017 | $320,000 | +6.7% | 1,985 | +1.5% | 0.16% | 0.0% |
| Q4 2016 | $300,000 | -7.1% | 1,955 | -10.1% | 0.16% | -15.0% |
| Q3 2016 | $323,000 | +8.4% | 2,175 | 0.0% | 0.19% | +7.2% |
| Q2 2016 | $298,000 | +2.4% | 2,175 | -1.0% | 0.18% | +59.3% |
| Q1 2016 | $291,000 | -45.1% | 2,197 | -42.3% | 0.11% | -66.1% |
| Q4 2015 | $530,000 | -2.9% | 3,807 | -6.6% | 0.33% | -7.5% |
| Q3 2015 | $546,000 | +56.4% | 4,076 | +80.4% | 0.36% | +36.9% |
| Q2 2015 | $349,000 | +2.0% | 2,260 | +0.1% | 0.26% | -0.8% |
| Q1 2015 | $342,000 | +6.9% | 2,257 | +0.2% | 0.26% | +1.9% |
| Q4 2014 | $320,000 | +10.0% | 2,252 | +0.1% | 0.26% | +4.8% |
| Q3 2014 | $291,000 | -6.4% | 2,250 | +0.1% | 0.25% | -6.4% |
| Q2 2014 | $311,000 | +2.0% | 2,247 | +0.1% | 0.26% | -5.7% |
| Q1 2014 | $305,000 | – | 2,244 | – | 0.28% | – |
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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% |