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 2022 | $11,044,000 | +2254.8% | 51,481 | +2168.9% | 0.01% | +1200.0% |
| Q3 2022 | $469,000 | +1072.5% | 2,269 | +1081.8% | 0.00% | – |
| Q2 2022 | $40,000 | -90.4% | 192 | -88.2% | 0.00% | – |
| Q1 2022 | $416,000 | -97.5% | 1,627 | -97.2% | 0.00% | -100.0% |
| Q4 2021 | $16,923,000 | +10543.4% | 57,747 | +10593.9% | 0.01% | – |
| Q3 2021 | $159,000 | -91.3% | 540 | -91.5% | 0.00% | -100.0% |
| Q4 2020 | $1,822,000 | +9489.5% | 6,355 | +7204.6% | 0.00% | – |
| Q3 2020 | $19,000 | -99.5% | 87 | -99.6% | 0.00% | -100.0% |
| Q1 2020 | $3,757,000 | +523.1% | 23,750 | +743.7% | 0.01% | +700.0% |
| Q4 2019 | $603,000 | +800.0% | 2,815 | +704.3% | 0.00% | – |
| Q3 2019 | $67,000 | -62.8% | 350 | -61.2% | 0.00% | – |
| Q2 2019 | $180,000 | -96.1% | 903 | -96.7% | 0.00% | -100.0% |
| Q4 2018 | $4,616,000 | +53.7% | 27,479 | +70.8% | 0.01% | +80.0% |
| Q4 2017 | $3,003,000 | +23000.0% | 16,086 | +20523.1% | 0.01% | – |
| Q2 2017 | $13,000 | -99.3% | 78 | -99.4% | 0.00% | -100.0% |
| Q4 2016 | $1,874,000 | -14.1% | 12,174 | -25.9% | 0.00% | 0.0% |
| Q1 2016 | $2,181,000 | -62.8% | 16,434 | -60.9% | 0.00% | -66.7% |
| Q4 2015 | $5,863,000 | +8783.3% | 42,055 | +8500.2% | 0.01% | – |
| Q3 2015 | $66,000 | -97.6% | 489 | -97.3% | 0.00% | -100.0% |
| Q1 2015 | $2,778,000 | +123.0% | 18,330 | +109.5% | 0.01% | +66.7% |
| Q4 2014 | $1,246,000 | -27.9% | 8,750 | -43.5% | 0.00% | -25.0% |
| Q2 2013 | $1,728,000 | – | 15,494 | – | 0.00% | – |
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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% |