ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $595,000 | -72.6% | 1,979 | -73.8% | 0.08% | -73.9% |
Q4 2020 | $2,168,000 | +26.9% | 7,559 | -1.9% | 0.31% | +17.6% |
Q3 2020 | $1,708,000 | +13.7% | 7,709 | +6.2% | 0.27% | +9.0% |
Q2 2020 | $1,502,000 | +39.2% | 7,262 | +6.4% | 0.24% | +24.4% |
Q1 2020 | $1,079,000 | -68.5% | 6,823 | -57.3% | 0.20% | -57.5% |
Q4 2019 | $3,422,000 | +40.7% | 15,976 | +26.6% | 0.46% | +32.6% |
Q3 2019 | $2,432,000 | +9.5% | 12,621 | -4.5% | 0.35% | +4.2% |
Q4 2018 | $2,220,000 | +222.7% | 13,214 | +313.5% | 0.34% | +261.3% |
Q3 2018 | $688,000 | -22.7% | 3,196 | -32.9% | 0.09% | -16.2% |
Q4 2017 | $890,000 | -48.6% | 4,765 | -50.7% | 0.11% | -47.4% |
Q3 2017 | $1,731,000 | +516.0% | 9,674 | +411.9% | 0.21% | +502.9% |
Q3 2016 | $281,000 | +8.1% | 1,890 | 0.0% | 0.04% | +9.4% |
Q2 2016 | $260,000 | +4.0% | 1,890 | 0.0% | 0.03% | -3.0% |
Q1 2016 | $250,000 | – | 1,890 | – | 0.03% | – |
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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% |