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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $255 | -99.9% | 1,124 | +8.1% | 0.03% | +30.0% |
| Q1 2022 | $266,000 | +0.8% | 1,040 | +18.6% | 0.02% | -16.7% |
| Q1 2021 | $264,000 | +20.0% | 877 | -38.7% | 0.02% | -68.4% |
| Q4 2016 | $220,000 | 0.0% | 1,431 | -3.3% | 0.08% | -24.0% |
| Q3 2016 | $220,000 | +6.3% | 1,480 | -2.0% | 0.10% | -5.7% |
| Q2 2016 | $207,000 | +3.5% | 1,510 | +16.4% | 0.11% | -20.9% |
| Q2 2015 | $200,000 | -8.7% | 1,297 | -10.4% | 0.13% | -6.3% |
| Q1 2015 | $219,000 | +135.5% | 1,447 | +101.3% | 0.14% | +175.0% |
| Q3 2014 | $93,000 | – | 719 | – | 0.05% | – |
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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% |