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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $233,000 | -27.0% | 794 | -26.8% | 0.02% | -25.0% |
| Q3 2021 | $319,000 | -37.3% | 1,085 | -33.6% | 0.02% | -33.3% |
| Q2 2021 | $509,000 | +149.5% | 1,633 | +140.5% | 0.03% | +172.7% |
| Q1 2021 | $204,000 | -25.3% | 679 | -60.7% | 0.01% | -56.0% |
| Q1 2020 | $273,000 | +17.2% | 1,729 | +58.6% | 0.02% | +108.3% |
| Q4 2019 | $233,000 | -87.4% | 1,090 | -90.1% | 0.01% | -96.3% |
| Q4 2018 | $1,853,000 | +588.8% | 11,031 | +432.1% | 0.32% | +38.3% |
| Q3 2014 | $269,000 | -19.2% | 2,073 | -13.9% | 0.24% | +10.8% |
| Q2 2014 | $333,000 | – | 2,409 | – | 0.21% | – |
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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% |