ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,612,204 | -8.7% | 7,189 | -1.1% | 0.06% | -8.8% |
Q2 2023 | $1,765,472 | +44.8% | 7,272 | +35.4% | 0.07% | +36.0% |
Q1 2023 | $1,218,993 | +32.5% | 5,371 | +25.2% | 0.05% | +8.7% |
Q4 2022 | $920,137 | +11.1% | 4,289 | +7.1% | 0.05% | +7.0% |
Q3 2022 | $828,000 | -1.2% | 4,003 | -1.3% | 0.04% | 0.0% |
Q2 2022 | $838,000 | -18.1% | 4,057 | +1.6% | 0.04% | 0.0% |
Q1 2022 | $1,023,000 | -15.8% | 3,995 | -3.6% | 0.04% | -18.9% |
Q4 2021 | $1,215,000 | +93.8% | 4,146 | +94.3% | 0.05% | +71.0% |
Q3 2021 | $627,000 | -5.4% | 2,134 | +0.5% | 0.03% | -6.1% |
Q2 2021 | $663,000 | +11.1% | 2,124 | +7.3% | 0.03% | -5.7% |
Q1 2021 | $597,000 | +1.2% | 1,980 | -3.7% | 0.04% | -14.6% |
Q4 2020 | $590,000 | +7.7% | 2,056 | -22.4% | 0.04% | -16.3% |
Q2 2020 | $548,000 | +26.3% | 2,649 | -3.4% | 0.05% | +6.5% |
Q1 2020 | $434,000 | -26.8% | 2,743 | -0.9% | 0.05% | 0.0% |
Q4 2019 | $593,000 | +103.8% | 2,767 | +83.4% | 0.05% | +53.3% |
Q3 2019 | $291,000 | +7.0% | 1,509 | -5.7% | 0.03% | -45.5% |
Q4 2018 | $272,000 | -63.6% | 1,600 | -55.9% | 0.06% | -60.4% |
Q3 2018 | $748,000 | +42.5% | 3,631 | +43.5% | 0.14% | +95.8% |
Q2 2018 | $525,000 | +125.3% | 2,530 | +107.2% | 0.07% | +115.2% |
Q1 2018 | $233,000 | – | 1,221 | – | 0.03% | – |
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% |