ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 404 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 3.86 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $248,000 | +71.0% | 847 | +71.5% | 0.02% | +45.5% |
Q3 2021 | $145,000 | -22.5% | 494 | -17.4% | 0.01% | -26.7% |
Q2 2021 | $187,000 | -39.9% | 598 | -42.2% | 0.02% | -46.4% |
Q1 2021 | $311,000 | -3.4% | 1,034 | -8.1% | 0.03% | -9.7% |
Q4 2020 | $322,000 | +4.5% | 1,125 | -19.1% | 0.03% | -6.1% |
Q3 2020 | $308,000 | +41.9% | 1,390 | +0.9% | 0.03% | +17.9% |
Q1 2020 | $217,000 | -76.2% | 1,377 | -67.6% | 0.03% | -70.2% |
Q4 2019 | $911,000 | +9.4% | 4,253 | -1.6% | 0.09% | +4.4% |
Q3 2019 | $833,000 | +1.5% | 4,322 | +5.7% | 0.09% | +2.3% |
Q2 2019 | $821,000 | +1646.8% | 4,087 | +1624.5% | 0.09% | +633.3% |
Q1 2019 | $47,000 | +6.8% | 237 | -8.5% | 0.01% | +33.3% |
Q4 2018 | $44,000 | -51.1% | 259 | -38.0% | 0.01% | -78.6% |
Q3 2018 | $90,000 | -22.4% | 418 | -34.9% | 0.04% | +31.2% |
Q3 2017 | $116,000 | -99.9% | 642 | 0.0% | 0.03% | +23.1% |
Q2 2017 | $108,000,000 | +1.9% | 642 | 0.0% | 0.03% | -10.3% |
Q1 2017 | $106,000,000 | -41.4% | 642 | -45.5% | 0.03% | -9.4% |
Q4 2016 | $181,000,000 | +81065.9% | 1,177 | -21.4% | 0.03% | -20.0% |
Q3 2016 | $223,000 | +185.9% | 1,497 | +161.7% | 0.04% | +60.0% |
Q2 2016 | $78,000 | -6.0% | 572 | -8.9% | 0.02% | -13.8% |
Q1 2016 | $83,000 | -35.7% | 628 | -32.3% | 0.03% | -39.6% |
Q4 2015 | $129,000 | +7.5% | 928 | +3.1% | 0.05% | +11.6% |
Q3 2015 | $120,000 | +11.1% | 900 | +28.6% | 0.04% | +16.2% |
Q2 2015 | $108,000 | +1.9% | 700 | 0.0% | 0.04% | +8.8% |
Q1 2015 | $106,000 | +6.0% | 700 | 0.0% | 0.03% | +3.0% |
Q4 2014 | $100,000 | -59.8% | 700 | -63.5% | 0.03% | -34.0% |
Q3 2014 | $249,000 | +24800.0% | 1,920 | +27328.6% | 0.05% | +4900.0% |
Q2 2014 | $1,000 | – | 7 | – | 0.00% | – |
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% |