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 | $13,977 | -7.6% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $15,131 | +7.0% | 62 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $14,143 | +5.7% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $13,376 | +2.9% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $13,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $13,000 | -18.8% | 62 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $16,000 | -11.1% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $18,000 | -41.9% | 62 | -41.0% | 0.00% | -50.0% |
Q3 2021 | $31,000 | -6.1% | 105 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $33,000 | +73.7% | 105 | +69.4% | 0.00% | +33.3% |
Q1 2021 | $19,000 | +5.6% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $18,000 | +28.6% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $14,000 | +7.7% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $13,000 | +30.0% | 62 | 0.0% | 0.00% | +50.0% |
Q1 2020 | $10,000 | -23.1% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $13,000 | -40.9% | 62 | -46.6% | 0.00% | -50.0% |
Q3 2019 | $22,000 | -4.3% | 116 | 0.0% | 0.00% | -20.0% |
Q2 2019 | $23,000 | 0.0% | 116 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $23,000 | +21.1% | 116 | +1.8% | 0.01% | +25.0% |
Q4 2018 | $19,000 | -45.7% | 114 | -33.7% | 0.00% | -42.9% |
Q2 2018 | $35,000 | +6.1% | 172 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $33,000 | +3.1% | 172 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $32,000 | +3.2% | 172 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $31,000 | +6.9% | 172 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $29,000 | +3.6% | 172 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $28,000 | +3.7% | 172 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $27,000 | +17.4% | 172 | +13.2% | 0.01% | +133.3% |
Q3 2016 | $23,000 | +155.6% | 152 | +145.2% | 0.00% | 0.0% |
Q2 2016 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $8,000 | -11.1% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $8,000 | -20.0% | 62 | 0.0% | 0.00% | -25.0% |
Q2 2015 | $10,000 | +11.1% | 62 | 0.0% | 0.00% | +33.3% |
Q1 2015 | $9,000 | 0.0% | 62 | 0.0% | 0.00% | -25.0% |
Q4 2014 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $8,000 | -27.3% | 62 | -25.3% | 0.00% | -20.0% |
Q2 2014 | $11,000 | 0.0% | 83 | 0.0% | 0.01% | -16.7% |
Q1 2014 | $11,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $11,000 | +10.0% | 83 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $10,000 | +11.1% | 83 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $9,000 | – | 83 | – | 0.01% | – |
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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% |