ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $274,000 | -0.4% | 935 | 0.0% | 0.03% | -8.3% |
Q3 2021 | $275,000 | -4.8% | 935 | +0.9% | 0.04% | -7.7% |
Q2 2021 | $289,000 | +4.0% | 927 | 0.0% | 0.04% | -2.5% |
Q1 2021 | $278,000 | +0.4% | 927 | -3.7% | 0.04% | -4.8% |
Q4 2020 | $277,000 | +30.0% | 963 | 0.0% | 0.04% | +10.5% |
Q3 2020 | $213,000 | +5.4% | 963 | -1.3% | 0.04% | -5.0% |
Q2 2020 | $202,000 | – | 976 | – | 0.04% | – |
Download |
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% |