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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $228,784 | +9.2% | 928 | 0.0% | 0.10% | +5.2% |
| Q1 2023 | $209,471 | -9.8% | 928 | -6.5% | 0.10% | -5.9% |
| Q4 2022 | $232,352 | +9.6% | 992 | 0.0% | 0.10% | +2.0% |
| Q3 2022 | $212,000 | -0.9% | 992 | +0.2% | 0.10% | +2.0% |
| Q2 2022 | $214,000 | -12.7% | 990 | -0.8% | 0.10% | -2.0% |
| Q1 2022 | $245,000 | -7.9% | 998 | -7.0% | 0.10% | -10.7% |
| Q4 2021 | $266,000 | -24.0% | 1,073 | +0.3% | 0.11% | -20.6% |
| Q3 2021 | $350,000 | +7.0% | 1,070 | -5.1% | 0.14% | 0.0% |
| Q2 2021 | $327,000 | -20.4% | 1,127 | -14.1% | 0.14% | -23.0% |
| Q1 2021 | $411,000 | +0.2% | 1,312 | +0.2% | 0.18% | -9.4% |
| Q4 2020 | $410,000 | +9.0% | 1,310 | -12.8% | 0.20% | +2.5% |
| Q3 2020 | $376,000 | +14.6% | 1,502 | -1.4% | 0.20% | +5.3% |
| Q2 2020 | $328,000 | +14.7% | 1,523 | +0.7% | 0.19% | +6.2% |
| Q1 2020 | $286,000 | -11.2% | 1,512 | +1.0% | 0.18% | -2.8% |
| Q4 2019 | $322,000 | – | 1,497 | – | 0.18% | – |
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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% |