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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $145,000 | -69.0% | 914 | -58.0% | 0.00% | – |
| Q4 2019 | $467,000 | +35.8% | 2,175 | +6.1% | 0.00% | – |
| Q4 2018 | $344,000 | +4200.0% | 2,049 | +4665.1% | 0.00% | – |
| Q4 2017 | $8,000 | -60.0% | 43 | -66.9% | 0.00% | – |
| Q4 2016 | $20,000 | -90.8% | 130 | -91.7% | 0.00% | – |
| Q4 2015 | $218,000 | +1047.4% | 1,563 | +1000.7% | 0.00% | – |
| Q3 2015 | $19,000 | -85.7% | 142 | -84.8% | 0.00% | – |
| Q4 2014 | $133,000 | – | 936 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Price Capital Management, Inc. | 5,000 | $1,294,000 | 24.14% |
| Bronte Capital Management Pty Ltd. | 550,200 | $140,714,000 | 11.82% |
| VAUGHAN & Co SECURITIES, INC. | 65,085 | $16,645,000 | 11.51% |
| BARINGS LLC | 1,365,650 | $349,265,000 | 10.51% |
| COLUMBIA ADVISORY PARTNERS LLC | 32,468 | $8,304,000 | 8.33% |
| Stone Asset Management Inc. | 56,778 | $14,521,000 | 8.10% |
| Powell Investment Advisors, LLC | 46,785 | $11,965,000 | 6.96% |
| Cohen Klingenstein LLC | 589,833 | $150,850,000 | 6.26% |
| FIFTH THIRD SECURITIES, INC. | 7,544 | $1,929,000 | 5.75% |
| Hillcrest Wealth Advisors - NY, LLC | 39,652 | $10,141,000 | 5.62% |