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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $206,000 | -19.5% | 1 | 0.0% | 0.00% | – |
| Q1 2022 | $256,000 | -12.6% | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $293,000 | -0.3% | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $294,000 | -2.6% | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $302,000 | +0.3% | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $301,000 | +4.9% | 1 | 0.0% | 0.00% | – |
| Q4 2020 | $287,000 | +29.3% | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $222,000 | +7.2% | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $207,000 | +31.0% | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $158,000 | -27.9% | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $219,000 | +13.5% | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $193,000 | -4.0% | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $201,000 | +2.0% | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $197,000 | +17.3% | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $168,000 | -21.9% | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $215,000 | +5.4% | 1 | 0.0% | 0.00% | – |
| Q2 2018 | $204,000 | +8.5% | 1 | 0.0% | 0.00% | – |
| Q1 2018 | $188,000 | +0.5% | 1 | 0.0% | 0.00% | – |
| Q4 2017 | $187,000 | +10.7% | 1 | 0.0% | 0.00% | – |
| Q2 2017 | $169,000 | +4.3% | 1 | 0.0% | 0.00% | – |
| Q1 2017 | $162,000 | +5.2% | 1 | 0.0% | 0.00% | – |
| Q4 2016 | $154,000 | +3.4% | 1 | 0.0% | 0.00% | – |
| Q3 2016 | $149,000 | +10.4% | 1 | 0.0% | 0.00% | – |
| Q2 2016 | $135,000 | +1.5% | 1 | 0.0% | 0.00% | – |
| Q1 2016 | $133,000 | -4.3% | 1 | 0.0% | 0.00% | – |
| Q4 2015 | $139,000 | +3.7% | 1 | 0.0% | 0.00% | – |
| Q3 2015 | $134,000 | -13.5% | 1 | 0.0% | 0.00% | – |
| Q2 2015 | $155,000 | -99.9% | 1 | -99.9% | 0.00% | -100.0% |
| Q1 2015 | $118,962,000 | – | 785 | – | 0.01% | – |
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% |