ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 631 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $69,000 | -25.8% | 436 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $93,000 | +10.7% | 436 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $84,000 | -4.5% | 436 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $88,000 | +2.3% | 436 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $86,000 | +17.8% | 436 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $73,000 | +78.0% | 436 | +130.7% | 0.01% | +100.0% |
| Q3 2018 | $41,000 | +5.1% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $39,000 | +8.3% | 189 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $36,000 | +3500.0% | 189 | +1790.0% | 0.00% | – |
| Q3 2015 | $1,000 | -92.9% | 10 | -90.0% | 0.00% | -100.0% |
| Q4 2013 | $14,000 | +7.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $13,000 | +18.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $11,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 65,125 | $13,970,690 | 11.13% |
| BARINGS LLC | 1,390,150 | $298,214,978 | 10.57% |
| Stone Asset Management Inc. | 76,618 | $16,436,074 | 10.20% |
| COLUMBIA ADVISORY PARTNERS LLC | 40,093 | $8,600,750 | 8.19% |
| Erickson Financial Group, LLC | 33,597 | $7,207,228 | 7.80% |
| KABOUTER MANAGEMENT, LLC | 102,338 | $21,998 | 7.68% |
| Cassaday & Co Wealth Management LLC | 746,180 | $160,070,532 | 7.39% |
| Alaska Permanent Fund Corp | 2,067,190 | $443,453 | 7.23% |
| Cohen Klingenstein LLC | 585,165 | $125,529,596 | 6.32% |
| Foundation Wealth Management, LLC | 26,405 | $5,664,241 | 5.75% |