ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 615 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $201,220 | -40.8% | 938 | -29.4% | 0.00% | -50.0% |
| Q1 2022 | $340,000 | -39.7% | 1,329 | -33.9% | 0.00% | -33.3% |
| Q4 2021 | $564,000 | +49.6% | 2,012 | +56.8% | 0.00% | +50.0% |
| Q3 2021 | $377,000 | -1.8% | 1,283 | +4.1% | 0.00% | 0.0% |
| Q2 2021 | $384,000 | +33.3% | 1,233 | +28.7% | 0.00% | 0.0% |
| Q1 2021 | $288,000 | +44.0% | 958 | +37.4% | 0.00% | +100.0% |
| Q4 2020 | $200,000 | -18.7% | 697 | -37.3% | 0.00% | -50.0% |
| Q3 2020 | $246,000 | +2.9% | 1,112 | -0.4% | 0.00% | 0.0% |
| Q4 2019 | $239,000 | +11.2% | 1,117 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $215,000 | +1.9% | 1,117 | +6.3% | 0.00% | 0.0% |
| Q2 2019 | $211,000 | -3.7% | 1,051 | -5.7% | 0.00% | 0.0% |
| Q1 2019 | $219,000 | – | 1,115 | – | 0.00% | – |
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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% |