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 2022 | $13,000 | -13.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | -6.2% | 50 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $16,000 | +6.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | +7.1% | 50 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $14,000 | +27.3% | 50 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $11,000 | +10.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | -93.5% | 50 | -93.7% | 0.00% | -92.6% |
| Q3 2019 | $153,000 | -2.5% | 795 | +3.5% | 0.03% | -25.0% |
| Q2 2019 | $157,000 | +0.6% | 768 | -3.4% | 0.04% | +20.0% |
| Q1 2019 | $156,000 | -20.4% | 795 | -31.8% | 0.03% | -28.6% |
| Q4 2018 | $196,000 | +38.0% | 1,166 | +76.7% | 0.04% | +50.0% |
| Q3 2018 | $142,000 | -9.0% | 660 | -14.1% | 0.03% | -17.6% |
| Q2 2018 | $156,000 | -10.9% | 768 | -16.3% | 0.03% | -12.8% |
| Q1 2018 | $175,000 | +22.4% | 918 | +19.5% | 0.04% | +14.7% |
| Q4 2017 | $143,000 | – | 768 | – | 0.03% | – |
Download | ||||||
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% |