ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $660 | +79.8% | 88,300 | +197.3% | 0.07% | +28.8% |
Q2 2023 | $367 | +891.9% | 29,700 | +350.0% | 0.05% | +1200.0% |
Q1 2023 | $37 | -98.0% | 6,600 | -97.1% | 0.00% | -97.5% |
Q4 2022 | $1,852 | -99.9% | 224,255 | -7.8% | 0.16% | -30.5% |
Q3 2022 | $3,307,000 | +509.0% | 243,270 | +132.6% | 0.23% | +494.7% |
Q2 2022 | $543,000 | +22.9% | 104,600 | +20.5% | 0.04% | +72.7% |
Q1 2022 | $442,000 | +6.0% | 86,800 | -58.7% | 0.02% | +29.4% |
Q4 2021 | $417,000 | -80.0% | 210,400 | -35.2% | 0.02% | -81.7% |
Q3 2021 | $2,087,000 | +233.4% | 324,460 | +55.1% | 0.09% | +220.7% |
Q2 2021 | $626,000 | +56.1% | 209,200 | +144.1% | 0.03% | +45.0% |
Q1 2021 | $401,000 | +536.5% | 85,700 | +141.4% | 0.02% | +566.7% |
Q4 2020 | $63,000 | -66.1% | 35,500 | -61.5% | 0.00% | -72.7% |
Q3 2020 | $186,000 | -89.6% | 92,300 | +66.3% | 0.01% | -90.6% |
Q2 2020 | $1,788,000 | +450.2% | 55,489 | +156.9% | 0.12% | +588.2% |
Q1 2020 | $325,000 | +606.5% | 21,600 | +129.8% | 0.02% | +750.0% |
Q4 2019 | $46,000 | -79.9% | 9,400 | -88.9% | 0.00% | -90.5% |
Q3 2019 | $229,000 | +100.9% | 84,600 | -27.8% | 0.02% | +90.9% |
Q2 2019 | $114,000 | -60.1% | 117,100 | -4.9% | 0.01% | -62.1% |
Q1 2019 | $286,000 | -88.7% | 123,100 | -57.7% | 0.03% | -88.0% |
Q4 2018 | $2,541,000 | +1024.3% | 291,251 | +17.4% | 0.24% | +1513.3% |
Q3 2018 | $226,000 | -22.3% | 248,100 | +159.0% | 0.02% | -34.8% |
Q2 2018 | $291,000 | – | 95,800 | +3891.7% | 0.02% | – |
Q4 2017 | $0 | -100.0% | 2,400 | -36.8% | 0.00% | – |
Q3 2017 | $8,000 | -99.1% | 3,800 | -96.1% | 0.00% | -100.0% |
Q2 2017 | $854,000 | -91.1% | 98,518 | -34.7% | 0.03% | -92.0% |
Q1 2017 | $9,584,000 | +29850.0% | 150,816 | +245.3% | 0.40% | +39700.0% |
Q4 2016 | $32,000 | -84.3% | 43,682 | +418.1% | 0.00% | -88.9% |
Q3 2016 | $204,000 | +19.3% | 8,432 | +37.1% | 0.01% | 0.0% |
Q2 2016 | $171,000 | +434.4% | 6,150 | -57.3% | 0.01% | +350.0% |
Q1 2016 | $32,000 | +700.0% | 14,400 | +44900.0% | 0.00% | – |
Q4 2015 | $4,000 | – | 32 | – | 0.00% | – |
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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% |