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 | $2,474,842 | +94251.6% | 11,041 | +2.2% | 0.07% | -3.9% |
| Q2 2023 | $2,623 | +4.9% | 10,808 | -2.0% | 0.08% | -3.8% |
| Q1 2023 | $2,500 | +6.5% | 11,024 | +0.7% | 0.08% | 0.0% |
| Q4 2022 | $2,348 | -99.9% | 10,944 | -0.3% | 0.08% | -7.1% |
| Q3 2022 | $2,267,000 | +1.3% | 10,972 | +1.1% | 0.08% | +6.2% |
| Q2 2022 | $2,238,000 | -6.8% | 10,848 | +15.6% | 0.08% | +8.1% |
| Q1 2022 | $2,400,000 | -18.7% | 9,383 | -6.9% | 0.07% | -15.9% |
| Q4 2021 | $2,953,000 | +6.5% | 10,076 | +6.7% | 0.09% | -4.3% |
| Q3 2021 | $2,773,000 | -4.7% | 9,445 | +1.2% | 0.09% | -5.2% |
| Q2 2021 | $2,910,000 | +0.8% | 9,335 | -2.7% | 0.10% | -4.0% |
| Q1 2021 | $2,887,000 | +5.1% | 9,598 | +0.1% | 0.10% | -3.8% |
| Q4 2020 | $2,748,000 | +27.1% | 9,587 | -1.8% | 0.10% | +12.9% |
| Q3 2020 | $2,162,000 | +13.2% | 9,760 | +5.7% | 0.09% | +1.1% |
| Q2 2020 | $1,910,000 | +118.3% | 9,235 | +66.9% | 0.09% | +76.9% |
| Q1 2020 | $875,000 | -26.3% | 5,534 | -0.1% | 0.05% | -8.8% |
| Q4 2019 | $1,187,000 | +11.1% | 5,540 | 0.0% | 0.06% | +3.6% |
| Q3 2019 | $1,068,000 | +37.1% | 5,540 | +42.9% | 0.06% | +27.9% |
| Q2 2019 | $779,000 | +0.3% | 3,878 | -1.9% | 0.04% | -4.4% |
| Q1 2019 | $777,000 | +19.9% | 3,953 | +2.5% | 0.04% | +7.1% |
| Q4 2018 | $648,000 | -6.9% | 3,856 | +19.1% | 0.04% | +7.7% |
| Q3 2018 | $696,000 | +202.6% | 3,237 | +162.7% | 0.04% | +160.0% |
| Q4 2017 | $230,000 | – | 1,232 | – | 0.02% | – |
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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% |