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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,420,000 | +72.3% | 6,884 | +113.7% | 0.04% | +73.9% |
Q1 2022 | $824,000 | -24.0% | 3,222 | -12.9% | 0.02% | -48.9% |
Q4 2021 | $1,084,000 | -92.2% | 3,700 | -92.0% | 0.04% | -94.2% |
Q1 2021 | $13,865,000 | +898.9% | 46,103 | +540.3% | 0.77% | +346.2% |
Q3 2019 | $1,388,000 | +431.8% | 7,200 | +453.8% | 0.17% | +424.2% |
Q2 2019 | $261,000 | -57.6% | 1,300 | -65.8% | 0.03% | -8.3% |
Q2 2017 | $615,000 | 0.0% | 3,804 | 0.0% | 0.04% | -47.1% |
Q1 2017 | $615,000 | – | 3,804 | – | 0.07% | – |
Download |
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% |