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 | $10 | -9.1% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11 | +10.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | -99.9% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -15.4% | 44 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | -7.1% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | -12.5% | 44 | -17.0% | 0.00% | -50.0% |
| Q1 2021 | $16,000 | -5.9% | 53 | -10.2% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +30.8% | 59 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 59 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +33.3% | 59 | +1.7% | 0.00% | +100.0% |
| Q1 2020 | $9,000 | -47.1% | 58 | -27.5% | 0.00% | -50.0% |
| Q4 2019 | $17,000 | -5.6% | 80 | -14.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | -5.3% | 93 | +1.1% | 0.00% | -33.3% |
| Q2 2019 | $19,000 | -52.5% | 92 | -55.3% | 0.00% | 0.0% |
| Q1 2019 | $40,000 | – | 206 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 65,125 | $13,970,690 | 11.13% |
| BARINGS LLC | 1,390,150 | $298,214,978 | 10.57% |
| Stone Asset Management Inc. | 76,618 | $16,436,074 | 10.20% |
| COLUMBIA ADVISORY PARTNERS LLC | 40,093 | $8,600,750 | 8.19% |
| Erickson Financial Group, LLC | 33,597 | $7,207,228 | 7.80% |
| KABOUTER MANAGEMENT, LLC | 102,338 | $21,998 | 7.68% |
| Cassaday & Co Wealth Management LLC | 746,180 | $160,070,532 | 7.39% |
| Alaska Permanent Fund Corp | 2,067,190 | $443,453 | 7.23% |
| Cohen Klingenstein LLC | 585,165 | $125,529,596 | 6.32% |
| Foundation Wealth Management, LLC | 26,405 | $5,664,241 | 5.75% |