ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $631 | -100.0% | 2,600 | -86.1% | 0.00% | -80.0% |
| Q2 2022 | $3,858,000 | +786.9% | 18,700 | +1000.0% | 0.01% | +400.0% |
| Q1 2022 | $435,000 | -90.9% | 1,700 | -88.9% | 0.00% | -83.3% |
| Q2 2021 | $4,769,000 | -11.9% | 15,300 | -15.0% | 0.01% | -14.3% |
| Q1 2021 | $5,413,000 | +134.9% | 18,000 | +73.1% | 0.01% | +250.0% |
| Q3 2020 | $2,304,000 | +158.9% | 10,400 | +141.9% | 0.00% | +100.0% |
| Q2 2020 | $890,000 | +23.1% | 4,300 | +19.4% | 0.00% | 0.0% |
| Q2 2019 | $723,000 | +22.5% | 3,600 | +20.0% | 0.00% | 0.0% |
| Q1 2019 | $590,000 | -68.5% | 3,000 | -65.5% | 0.00% | -50.0% |
| Q3 2018 | $1,871,000 | +511.4% | 8,700 | +480.0% | 0.00% | – |
| Q2 2018 | $306,000 | – | 1,500 | – | 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% |