ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 631 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $430,832 | -7.6% | 1,922 | 0.0% | 0.05% | -3.7% |
Q2 2023 | $466,409 | +7.0% | 1,922 | 0.0% | 0.05% | +1.9% |
Q1 2023 | $435,964 | +3.0% | 1,922 | -2.6% | 0.05% | +10.4% |
Q4 2022 | $423,263 | +3.7% | 1,973 | -0.1% | 0.05% | -14.3% |
Q3 2022 | $408,000 | +0.2% | 1,974 | 0.0% | 0.06% | +7.7% |
Q2 2022 | $407,000 | -19.4% | 1,974 | 0.0% | 0.05% | -10.3% |
Q1 2022 | $505,000 | -12.8% | 1,974 | 0.0% | 0.06% | -10.8% |
Q4 2021 | $579,000 | -0.2% | 1,974 | 0.0% | 0.06% | -8.5% |
Q3 2021 | $580,000 | -5.7% | 1,974 | 0.0% | 0.07% | -1.4% |
Q2 2021 | $615,000 | +2.5% | 1,974 | -1.0% | 0.07% | -6.5% |
Q1 2021 | $600,000 | +4.9% | 1,994 | 0.0% | 0.08% | -1.3% |
Q4 2020 | $572,000 | +29.4% | 1,994 | 0.0% | 0.08% | +16.4% |
Q3 2020 | $442,000 | +7.0% | 1,994 | 0.0% | 0.07% | +1.5% |
Q2 2020 | $413,000 | +31.1% | 1,994 | 0.0% | 0.07% | +15.8% |
Q1 2020 | $315,000 | -28.9% | 1,994 | -3.6% | 0.06% | -12.3% |
Q4 2019 | $443,000 | +11.0% | 2,068 | 0.0% | 0.06% | +6.6% |
Q3 2019 | $399,000 | -3.9% | 2,068 | 0.0% | 0.06% | -4.7% |
Q2 2019 | $415,000 | +2.0% | 2,068 | 0.0% | 0.06% | 0.0% |
Q1 2019 | $407,000 | +17.3% | 2,068 | 0.0% | 0.06% | +25.5% |
Q4 2018 | $347,000 | -22.0% | 2,068 | 0.0% | 0.05% | -13.6% |
Q3 2018 | $445,000 | +1.4% | 2,068 | -3.7% | 0.06% | -6.3% |
Q2 2018 | $439,000 | -27.6% | 2,148 | -32.4% | 0.06% | -31.5% |
Q1 2018 | $606,000 | -99.9% | 3,178 | -1.2% | 0.09% | -3.2% |
Q4 2017 | $601,000,000 | – | 3,218 | – | 0.10% | – |
Download |
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% |