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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409 | -7.7% | 1,826 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $443 | +139.5% | 1,826 | +124.3% | 0.02% | +112.5% |
| Q1 2023 | $185 | +5.1% | 814 | -1.0% | 0.01% | 0.0% |
| Q4 2022 | $176 | -99.9% | 822 | +8.7% | 0.01% | 0.0% |
| Q3 2022 | $156,000 | -22.8% | 756 | -22.9% | 0.01% | -20.0% |
| Q2 2022 | $202,000 | -17.2% | 980 | +2.5% | 0.01% | -9.1% |
| Q1 2022 | $244,000 | -28.0% | 956 | -17.3% | 0.01% | -26.7% |
| Q4 2021 | $339,000 | 0.0% | 1,156 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $339,000 | -5.8% | 1,156 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $360,000 | +3.4% | 1,156 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $348,000 | +2.4% | 1,156 | -2.6% | 0.02% | -5.0% |
| Q4 2020 | $340,000 | +353.3% | 1,187 | +252.2% | 0.02% | +300.0% |
| Q3 2020 | $75,000 | +7.1% | 337 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $70,000 | +32.1% | 337 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $53,000 | -30.3% | 337 | -5.3% | 0.01% | 0.0% |
| Q4 2019 | $76,000 | +16.9% | 356 | +6.0% | 0.01% | 0.0% |
| Q3 2019 | $65,000 | -4.4% | 336 | -1.2% | 0.01% | -16.7% |
| Q2 2019 | $68,000 | -51.1% | 340 | -51.8% | 0.01% | -53.8% |
| Q1 2019 | $139,000 | -56.0% | 706 | -62.4% | 0.01% | -60.6% |
| Q4 2018 | $316,000 | -28.3% | 1,880 | -8.3% | 0.03% | -19.5% |
| Q3 2018 | $441,000 | +0.7% | 2,050 | -4.4% | 0.04% | -4.7% |
| Q2 2018 | $438,000 | +0.5% | 2,145 | -6.2% | 0.04% | -2.3% |
| Q1 2018 | $436,000 | +7.9% | 2,287 | +5.6% | 0.04% | +4.8% |
| Q4 2017 | $404,000 | -85.5% | 2,166 | -86.1% | 0.04% | -87.5% |
| Q3 2017 | $2,782,000 | -35.4% | 15,547 | -39.1% | 0.34% | -40.4% |
| Q2 2017 | $4,305,000 | +0.2% | 25,508 | -4.0% | 0.56% | -11.1% |
| Q1 2017 | $4,296,000 | -50.1% | 26,573 | -52.5% | 0.63% | -55.2% |
| Q4 2016 | $8,616,000 | +3.3% | 55,967 | -0.1% | 1.41% | -4.3% |
| Q3 2016 | $8,344,000 | +10.0% | 56,038 | +1.3% | 1.48% | -0.3% |
| Q2 2016 | $7,586,000 | +4.8% | 55,297 | +1.3% | 1.48% | -1.4% |
| Q1 2016 | $7,242,000 | +0.6% | 54,612 | +5.6% | 1.50% | -3.5% |
| Q4 2015 | $7,201,000 | +39.0% | 51,704 | +33.7% | 1.55% | +36.9% |
| Q3 2015 | $5,180,000 | -7.0% | 38,664 | +7.4% | 1.14% | +2.3% |
| Q2 2015 | $5,567,000 | +4.2% | 36,013 | +2.2% | 1.11% | -1.1% |
| Q1 2015 | $5,343,000 | -57.4% | 35,255 | -60.0% | 1.12% | -61.5% |
| Q4 2014 | $12,555,000 | +148.2% | 88,180 | +126.0% | 2.91% | +130.7% |
| Q3 2014 | $5,059,000 | +845.6% | 39,011 | +909.6% | 1.26% | +827.9% |
| Q2 2014 | $535,000 | +5.7% | 3,864 | +3.8% | 0.14% | -2.2% |
| Q1 2014 | $506,000 | -18.3% | 3,722 | -18.5% | 0.14% | -33.5% |
| Q4 2013 | $619,000 | -33.8% | 4,566 | -38.5% | 0.21% | -39.6% |
| Q3 2013 | $935,000 | -65.0% | 7,430 | -69.0% | 0.35% | -67.7% |
| Q2 2013 | $2,669,000 | – | 23,937 | – | 1.07% | – |
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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% |