ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 673 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $224,000 | -20.6% | 1,087 | -1.3% | 0.02% | 0.0% |
| Q1 2022 | $282,000 | -12.7% | 1,101 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $323,000 | 0.0% | 1,101 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $323,000 | -5.8% | 1,101 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $343,000 | +5.2% | 1,101 | +1.7% | 0.02% | -4.5% |
| Q1 2021 | $326,000 | +5.2% | 1,083 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $310,000 | +29.2% | 1,083 | 0.0% | 0.02% | +10.0% |
| Q3 2020 | $240,000 | -57.4% | 1,083 | -75.1% | 0.02% | -61.5% |
| Q3 2014 | $564,000 | -9.5% | 4,350 | -3.3% | 0.05% | -11.9% |
| Q2 2014 | $623,000 | +1.8% | 4,500 | 0.0% | 0.06% | -1.7% |
| Q1 2014 | $612,000 | -20.2% | 4,500 | -20.5% | 0.06% | -50.8% |
| Q4 2013 | $767,000 | +4.9% | 5,660 | -2.6% | 0.12% | +2.5% |
| Q3 2013 | $731,000 | +12.8% | 5,810 | 0.0% | 0.12% | +5.3% |
| Q2 2013 | $648,000 | – | 5,810 | – | 0.11% | – |
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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% |