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 | $4,483 | +84.8% | 20 | +100.0% | 0.00% | – |
| Q2 2023 | $2,426 | -58.9% | 10 | -61.5% | 0.00% | – |
| Q1 2023 | $5,897 | +174.9% | 26 | +160.0% | 0.00% | – |
| Q4 2022 | $2,145 | +7.2% | 10 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | -71.4% | 10 | -61.5% | 0.00% | -100.0% |
| Q3 2021 | $7,000 | -81.1% | 26 | -78.5% | 0.00% | -75.0% |
| Q2 2021 | $37,000 | -86.6% | 121 | -86.8% | 0.00% | -86.7% |
| Q1 2021 | $276,000 | +42.3% | 918 | +35.6% | 0.03% | +25.0% |
| Q4 2020 | $194,000 | +30.2% | 677 | 0.0% | 0.02% | +14.3% |
| Q3 2020 | $149,000 | +6.4% | 677 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $140,000 | +30.8% | 677 | 0.0% | 0.02% | +4.8% |
| Q1 2020 | $107,000 | +5250.0% | 677 | +6670.0% | 0.02% | – |
| Q4 2019 | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | -71.4% | 10 | -69.7% | 0.00% | -100.0% |
| Q2 2018 | $7,000 | +16.7% | 33 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $6,000 | +200.0% | 33 | +230.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | -50.0% | 10 | -50.0% | 0.00% | – |
| Q2 2016 | $2,000 | +100.0% | 20 | +100.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | -100.0% |
| Q4 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $1,000 | -50.0% | 10 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | +100.0% | 10 | 0.0% | 0.00% | +100.0% |
| Q4 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $1,000 | – | 10 | – | 0.00% | – |
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% |