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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $54,000 | +5.9% | 245 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $51,000 | +30.8% | 245 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $39,000 | -25.0% | 245 | 0.0% | 0.01% | -18.8% |
| Q4 2019 | $52,000 | +10.6% | 245 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $47,000 | -17.5% | 245 | -13.4% | 0.02% | -20.0% |
| Q2 2019 | $57,000 | -20.8% | 283 | -22.3% | 0.02% | -20.0% |
| Q1 2019 | $72,000 | +18.0% | 364 | +0.8% | 0.02% | -13.8% |
| Q4 2018 | $61,000 | -4.7% | 361 | +21.5% | 0.03% | +45.0% |
| Q3 2018 | $64,000 | -66.5% | 297 | -68.2% | 0.02% | -76.2% |
| Q2 2018 | $191,000 | +267.3% | 934 | +239.6% | 0.08% | +394.1% |
| Q1 2018 | $52,000 | – | 275 | – | 0.02% | – |
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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% |