ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 480 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.92 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $120,000 | -11.1% | 711 | -14.7% | 0.04% | -20.5% |
| Q1 2017 | $135,000 | -0.7% | 834 | -5.5% | 0.04% | -20.0% |
| Q4 2016 | $136,000 | +4.6% | 883 | +1.5% | 0.06% | -5.2% |
| Q3 2016 | $130,000 | -68.8% | 870 | -71.4% | 0.06% | -67.0% |
| Q2 2016 | $417,000 | +8.0% | 3,042 | +4.4% | 0.18% | +2.9% |
| Q1 2016 | $386,000 | -35.3% | 2,913 | -32.0% | 0.17% | -43.0% |
| Q4 2015 | $597,000 | +20.4% | 4,285 | +15.7% | 0.30% | +7.1% |
| Q3 2015 | $496,000 | -12.8% | 3,703 | +0.6% | 0.28% | -10.8% |
| Q2 2015 | $569,000 | -44.3% | 3,682 | -45.3% | 0.31% | +8.3% |
| Q1 2015 | $1,021,000 | +418.3% | 6,734 | +387.3% | 0.29% | +161.3% |
| Q4 2014 | $197,000 | +33.1% | 1,382 | +20.9% | 0.11% | +23.3% |
| Q3 2014 | $148,000 | -9.2% | 1,143 | -3.1% | 0.09% | -10.0% |
| Q2 2014 | $163,000 | -3.0% | 1,180 | -4.5% | 0.10% | -9.9% |
| Q1 2014 | $168,000 | +9.1% | 1,236 | +9.1% | 0.11% | +5.7% |
| Q4 2013 | $154,000 | – | 1,133 | – | 0.10% | – |
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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% |