ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $69,865 | +12.5% | 277 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $62,090 | -32.1% | 277 | -26.5% | 0.00% | 0.0% |
| Q2 2023 | $91,483 | +7.0% | 377 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $85,511 | +5.7% | 377 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $80,874 | -1.4% | 377 | -4.8% | 0.00% | -33.3% |
| Q3 2022 | $82,000 | +5.1% | 396 | +5.0% | 0.00% | +50.0% |
| Q2 2022 | $78,000 | -18.8% | 377 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $96,000 | -12.7% | 377 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $110,000 | -5.2% | 377 | -4.6% | 0.00% | 0.0% |
| Q3 2021 | $116,000 | -43.7% | 395 | -40.2% | 0.00% | -50.0% |
| Q2 2021 | $206,000 | +4.0% | 660 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $198,000 | -2.0% | 660 | -6.4% | 0.01% | -14.3% |
| Q4 2020 | $202,000 | +29.5% | 705 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $156,000 | +6.8% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $146,000 | +30.4% | 705 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $112,000 | -25.8% | 705 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $151,000 | +11.0% | 705 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $136,000 | -4.2% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $142,000 | +2.2% | 705 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $139,000 | +17.8% | 705 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $118,000 | -22.4% | 705 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $152,000 | +5.6% | 705 | 0.0% | 0.01% | +16.7% |
| Q2 2018 | $144,000 | +7.5% | 705 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $134,000 | +4366.7% | 705 | +2720.0% | 0.01% | – |
| Q2 2016 | $3,000 | -25.0% | 25 | -13.8% | 0.00% | – |
| Q4 2015 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q3 2015 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q2 2015 | $4,000 | – | 29 | – | 0.00% | – |
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% |