ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 5.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,233,000 | -7.6% | 85,820 | -0.0% | 0.04% | -12.2% |
Q2 2023 | $20,817,000 | +15.6% | 85,860 | +8.1% | 0.04% | +5.1% |
Q1 2023 | $18,010,000 | +0.0% | 79,428 | -5.4% | 0.04% | -4.9% |
Q4 2022 | $18,009,000 | +16.6% | 83,987 | +12.2% | 0.04% | 0.0% |
Q3 2022 | $15,445,000 | -3.6% | 74,831 | -13.9% | 0.04% | 0.0% |
Q2 2022 | $16,030,000 | -21.5% | 86,902 | +9.0% | 0.04% | -8.9% |
Q1 2022 | $20,423,000 | -18.1% | 79,734 | -6.3% | 0.04% | -18.2% |
Q4 2021 | $24,926,000 | +9.5% | 85,087 | +9.7% | 0.06% | -9.8% |
Q3 2021 | $22,767,000 | -1.2% | 77,559 | +4.9% | 0.06% | -9.0% |
Q2 2021 | $23,048,000 | +5.2% | 73,914 | +1.5% | 0.07% | -2.9% |
Q1 2021 | $21,908,000 | -4.5% | 72,837 | -8.9% | 0.07% | -28.1% |
Q4 2020 | $22,929,000 | +88.6% | 79,974 | +45.7% | 0.10% | +62.7% |
Q3 2020 | $12,158,000 | +7.9% | 54,897 | +0.8% | 0.06% | -3.3% |
Q2 2020 | $11,269,000 | +30.0% | 54,462 | -8.1% | 0.06% | +8.9% |
Q1 2020 | $8,666,000 | -40.1% | 59,292 | -12.2% | 0.06% | -34.1% |
Q4 2019 | $14,458,000 | +15.2% | 67,569 | +3.8% | 0.08% | +25.0% |
Q3 2019 | $12,551,000 | -1.7% | 65,090 | +2.4% | 0.07% | -10.5% |
Q2 2019 | $12,769,000 | -12.6% | 63,586 | -14.4% | 0.08% | -22.4% |
Q1 2019 | $14,617,000 | +15.8% | 74,317 | -33.8% | 0.10% | +1.0% |
Q4 2018 | $12,622,000 | -44.0% | 112,315 | -20.9% | 0.10% | -40.1% |
Q3 2018 | $22,520,000 | +3.3% | 142,066 | +33.1% | 0.16% | -5.3% |
Q2 2018 | $21,799,000 | +35.2% | 106,744 | +14.1% | 0.17% | +26.7% |
Q1 2018 | $16,122,000 | +46.4% | 93,586 | +58.7% | 0.14% | +50.0% |
Q4 2017 | $11,009,000 | +1744.1% | 58,971 | +1685.4% | 0.09% | +1700.0% |
Q3 2017 | $597,000 | -87.8% | 3,303 | -88.6% | 0.01% | -88.6% |
Q2 2017 | $4,877,000 | +41.0% | 28,885 | +34.9% | 0.04% | +33.3% |
Q1 2017 | $3,459,000 | -98.3% | 21,409 | -94.2% | 0.03% | -95.0% |
Q1 2016 | $202,290,000 | +10114400.0% | 367,800 | +801.5% | 0.66% | – |
Q4 2015 | $2,000 | -99.8% | 40,800 | +351.5% | 0.00% | -100.0% |
Q3 2015 | $1,210,000 | -97.4% | 9,036 | -97.0% | 0.02% | -97.8% |
Q2 2015 | $45,860,000 | +8874.6% | 296,681 | +8703.6% | 0.74% | +9087.5% |
Q1 2015 | $511,000 | -73.7% | 3,370 | -75.2% | 0.01% | -73.3% |
Q4 2014 | $1,942,000 | -91.3% | 13,606 | -92.1% | 0.03% | -92.1% |
Q3 2014 | $22,426,000 | +2628.2% | 172,916 | +2891.1% | 0.38% | +2607.1% |
Q2 2014 | $822,000 | +7.5% | 5,781 | +2.8% | 0.01% | -6.7% |
Q1 2014 | $765,000 | +50.6% | 5,625 | +50.0% | 0.02% | +50.0% |
Q4 2013 | $508,000 | – | 3,751 | – | 0.01% | – |
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% |