ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 558 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 7.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $11,000 | +57.1% | 36 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $7,000 | -75.9% | 36 | -80.2% | 0.00% | -81.8% |
| Q1 2020 | $29,000 | -46.3% | 182 | -28.3% | 0.01% | -35.3% |
| Q4 2019 | $54,000 | +10.2% | 254 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $49,000 | -3.9% | 254 | 0.0% | 0.02% | -10.5% |
| Q2 2019 | $51,000 | +264.3% | 254 | +268.1% | 0.02% | +216.7% |
| Q1 2019 | $14,000 | +16.7% | 69 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | -33.3% | 69 | -19.8% | 0.01% | -25.0% |
| Q3 2018 | $18,000 | 0.0% | 86 | 0.0% | 0.01% | -20.0% |
| Q2 2018 | $18,000 | +12.5% | 86 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $16,000 | -15.8% | 86 | -16.5% | 0.01% | -35.7% |
| Q4 2017 | $19,000 | – | 103 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bronte Capital Management Pty Ltd. | 703,900 | $206,278,000 | 13.61% |
| VAUGHAN & Co SECURITIES, INC. | 61,022 | $17,883,000 | 12.13% |
| Stone Asset Management Inc. | 59,249 | $17,363,000 | 10.23% |
| BARINGS LLC | 2,604,300 | $763,190,000 | 9.84% |
| Cohen Klingenstein LLC | 589,513 | $172,757,000 | 6.83% |
| Powell Investment Advisors, LLC | 41,007 | $12,017,000 | 6.83% |
| ARMOR ADVISORS, L.L.C. | 115,000 | $33,701,000 | 6.62% |
| Hillcrest Wealth Advisors - NY, LLC | 37,127 | $10,880,000 | 5.85% |
| NSI Retail Advisors, LLC | 115,993 | $33,992,000 | 5.47% |
| MMA ASSET MANAGEMENT LLC | 24,224 | $7,099,000 | 5.02% |