ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 485 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 5.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,237,981 | -7.6% | 5,523 | 0.0% | 0.14% | -1.4% |
Q2 2023 | $1,340,210 | +6.7% | 5,523 | -0.2% | 0.14% | +0.7% |
Q1 2023 | $1,255,676 | +5.7% | 5,536 | 0.0% | 0.14% | +0.7% |
Q4 2022 | $1,187,583 | +3.4% | 5,536 | -0.4% | 0.14% | -4.7% |
Q3 2022 | $1,149,000 | +0.5% | 5,558 | +0.4% | 0.15% | +7.1% |
Q2 2022 | $1,143,000 | -19.3% | 5,536 | -0.0% | 0.14% | 0.0% |
Q1 2022 | $1,416,000 | -15.3% | 5,537 | -3.0% | 0.14% | -15.2% |
Q4 2021 | $1,672,000 | +2.8% | 5,706 | +3.1% | 0.16% | -9.3% |
Q3 2021 | $1,626,000 | -5.8% | 5,537 | 0.0% | 0.18% | -7.6% |
Q2 2021 | $1,727,000 | +3.7% | 5,537 | 0.0% | 0.20% | +5.9% |
Q1 2021 | $1,666,000 | +4.8% | 5,537 | 0.0% | 0.19% | -2.1% |
Q4 2020 | $1,589,000 | +29.6% | 5,537 | 0.0% | 0.19% | +11.1% |
Q3 2020 | $1,226,000 | +6.9% | 5,537 | 0.0% | 0.17% | -2.3% |
Q2 2020 | $1,147,000 | +31.1% | 5,537 | 0.0% | 0.18% | +4.8% |
Q1 2020 | $875,000 | -26.2% | 5,537 | 0.0% | 0.17% | -1.2% |
Q4 2019 | $1,185,000 | +11.1% | 5,537 | 0.0% | 0.17% | -0.6% |
Q3 2019 | $1,067,000 | -4.0% | 5,537 | 0.0% | 0.17% | -5.6% |
Q2 2019 | $1,112,000 | -3.1% | 5,537 | -5.1% | 0.18% | -1.6% |
Q1 2019 | $1,148,000 | +17.0% | 5,835 | 0.0% | 0.18% | +4.0% |
Q4 2018 | $981,000 | -21.8% | 5,835 | 0.0% | 0.18% | -17.8% |
Q3 2018 | $1,254,000 | +13.0% | 5,835 | 0.0% | 0.21% | +17.6% |
Q1 2018 | $1,110,000 | +278.8% | 5,835 | +271.7% | 0.18% | +264.0% |
Q4 2017 | $293,000 | +4.3% | 1,570 | 0.0% | 0.05% | 0.0% |
Q3 2017 | $281,000 | +6.0% | 1,570 | 0.0% | 0.05% | +4.2% |
Q2 2017 | $265,000 | +4.7% | 1,570 | 0.0% | 0.05% | +2.1% |
Q1 2017 | $253,000 | +5.0% | 1,570 | 0.0% | 0.05% | -2.1% |
Q4 2016 | $241,000 | +3.0% | 1,570 | 0.0% | 0.05% | -2.0% |
Q3 2016 | $234,000 | +8.8% | 1,570 | 0.0% | 0.05% | +4.3% |
Q2 2016 | $215,000 | +3.4% | 1,570 | 0.0% | 0.05% | -2.1% |
Q1 2016 | $208,000 | -4.6% | 1,570 | 0.0% | 0.05% | -5.9% |
Q4 2015 | $218,000 | -71.5% | 1,570 | -72.5% | 0.05% | -72.3% |
Q3 2015 | $764,000 | -34.8% | 5,700 | -24.8% | 0.18% | -32.4% |
Q2 2015 | $1,171,000 | +9.8% | 7,580 | +7.8% | 0.27% | +11.0% |
Q1 2015 | $1,066,000 | +35.3% | 7,030 | +27.1% | 0.24% | +25.6% |
Q4 2014 | $788,000 | -32.6% | 5,530 | -38.6% | 0.20% | -34.1% |
Q3 2014 | $1,169,000 | – | 9,010 | – | 0.30% | – |
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% |