ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,689 | -7.6% | 199 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48,379 | -0.9% | 199 | -7.4% | 0.00% | 0.0% |
| Q1 2023 | $48,818 | +106026.1% | 215 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $46 | -99.9% | 214 | +7.5% | 0.00% | 0.0% |
| Q3 2022 | $41,000 | +7.9% | 199 | +8.7% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -29.6% | 183 | -12.4% | 0.00% | -20.0% |
| Q1 2022 | $54,000 | -54.6% | 209 | -48.6% | 0.01% | -54.5% |
| Q4 2021 | $119,000 | +95.1% | 407 | +94.7% | 0.01% | +83.3% |
| Q3 2021 | $61,000 | -6.2% | 209 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $65,000 | +983.3% | 209 | +850.0% | 0.01% | +500.0% |
| Q4 2020 | $6,000 | +20.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -37.5% | 22 | -47.6% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | -11.1% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | -43.8% | 42 | -70.4% | 0.00% | -87.5% |
| Q2 2013 | $16,000 | – | 142 | – | 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% |