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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,744 | -7.6% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $37,613 | +7.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $35,158 | +5.7% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $33,251 | +3.9% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $32,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $32,000 | -20.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $40,000 | -11.1% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $45,000 | -2.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $46,000 | -4.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $48,000 | +2.1% | 155 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $47,000 | +6.8% | 155 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $44,000 | +29.4% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +28.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $25,000 | -24.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | +10.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $30,000 | -41.2% | 155 | -39.2% | 0.00% | -50.0% |
| Q2 2019 | $51,000 | +2.0% | 255 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $50,000 | +16.3% | 255 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $43,000 | -35.8% | 255 | -17.7% | 0.00% | -20.0% |
| Q3 2018 | $67,000 | +6.3% | 310 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $63,000 | -8.7% | 310 | -14.4% | 0.01% | -16.7% |
| Q1 2018 | $69,000 | +1.5% | 362 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $68,000 | +4.6% | 362 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $65,000 | +6.6% | 362 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $61,000 | +3.4% | 362 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $59,000 | +5.4% | 362 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $56,000 | +3.7% | 362 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $54,000 | – | 362 | – | 0.01% | – |
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% |