ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $254 | +7.2% | 1,045 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $237 | -3.3% | 1,045 | -8.3% | 0.01% | -7.7% |
| Q4 2022 | $245 | -99.9% | 1,140 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $236,000 | -1.7% | 1,140 | -1.9% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -21.3% | 1,162 | -2.6% | 0.01% | -7.1% |
| Q1 2022 | $305,000 | -12.9% | 1,193 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $350,000 | -0.8% | 1,193 | -0.7% | 0.02% | -11.8% |
| Q3 2021 | $353,000 | -7.6% | 1,202 | -2.0% | 0.02% | -5.6% |
| Q2 2021 | $382,000 | +3.5% | 1,227 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $369,000 | -6.1% | 1,227 | -38.6% | 0.02% | -52.4% |
| Q1 2019 | $393,000 | -13.2% | 2,000 | -5.1% | 0.04% | -17.6% |
| Q3 2018 | $453,000 | +17.7% | 2,108 | +11.8% | 0.05% | +6.2% |
| Q2 2018 | $385,000 | +17.7% | 1,885 | -21.5% | 0.05% | -15.8% |
| Q1 2014 | $327,000 | +0.6% | 2,400 | 0.0% | 0.06% | -26.0% |
| Q4 2013 | $325,000 | +7.6% | 2,400 | 0.0% | 0.08% | -3.8% |
| Q3 2013 | $302,000 | – | 2,400 | – | 0.08% | – |
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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% |