ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $143,904 | +182.4% | 642 | +205.7% | 0.01% | +200.0% |
Q2 2023 | $50,959 | +7.0% | 210 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $47,632 | +5.7% | 210 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $45,049 | +4.8% | 210 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $43,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $43,000 | -20.4% | 210 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $54,000 | -1.8% | 210 | +12.3% | 0.00% | 0.0% |
Q4 2021 | $55,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $55,000 | +3.8% | 187 | +10.0% | 0.00% | 0.0% |
Q2 2021 | $53,000 | +3.9% | 170 | 0.0% | 0.00% | -20.0% |
Q1 2021 | $51,000 | +4.1% | 170 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $49,000 | +28.9% | 170 | 0.0% | 0.01% | +25.0% |
Q3 2020 | $38,000 | +8.6% | 170 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $35,000 | +29.6% | 170 | 0.0% | 0.01% | +25.0% |
Q1 2020 | $27,000 | -25.0% | 170 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $36,000 | +9.1% | 170 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $33,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $33,000 | +13.8% | 170 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $29,000 | -21.6% | 170 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $37,000 | +5.7% | 170 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $35,000 | +9.4% | 170 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $32,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $32,000 | +6.7% | 170 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $30,000 | +3.4% | 170 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $29,000 | +7.4% | 170 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $27,000 | +3.8% | 170 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $26,000 | +4.0% | 170 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $25,000 | +8.7% | 170 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $23,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $23,000 | -4.2% | 170 | 0.0% | 0.00% | -20.0% |
Q4 2015 | $24,000 | – | 170 | – | 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% |