ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248 | -7.8% | 1,107 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $269 | +7.2% | 1,107 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $251 | +4.1% | 1,107 | -1.3% | 0.00% | 0.0% |
| Q4 2022 | $241 | -99.9% | 1,122 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $232,000 | +0.4% | 1,122 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $231,000 | -19.5% | 1,122 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $287,000 | -12.8% | 1,122 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $329,000 | 0.0% | 1,122 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $329,000 | -8.9% | 1,122 | -3.1% | 0.01% | 0.0% |
| Q2 2021 | $361,000 | +3.7% | 1,158 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $348,000 | +0.3% | 1,158 | -4.2% | 0.01% | -16.7% |
| Q4 2020 | $347,000 | +29.5% | 1,209 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $268,000 | +54.0% | 1,209 | +43.9% | 0.01% | +25.0% |
| Q2 2020 | $174,000 | +30.8% | 840 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $133,000 | +1800.0% | 840 | +1580.0% | 0.00% | – |
| Q4 2013 | $7,000 | – | 50 | – | 0.00% | – |
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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% |