ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 631 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,216,000 | -12.5% | 4,753 | +0.2% | 0.23% | -9.0% |
| Q4 2021 | $1,390,000 | +1.7% | 4,744 | +1.8% | 0.26% | +9.4% |
| Q3 2021 | $1,367,000 | +4.1% | 4,658 | +10.6% | 0.23% | +0.9% |
| Q2 2021 | $1,313,000 | +4.9% | 4,212 | +1.2% | 0.23% | -8.3% |
| Q1 2021 | $1,252,000 | -45.3% | 4,164 | -47.8% | 0.25% | -49.8% |
| Q4 2020 | $2,289,000 | +25.2% | 7,984 | -3.3% | 0.50% | +2.4% |
| Q3 2020 | $1,828,000 | +7.7% | 8,253 | +0.6% | 0.49% | -10.1% |
| Q2 2020 | $1,698,000 | +31.1% | 8,207 | +0.3% | 0.55% | +6.2% |
| Q1 2020 | $1,295,000 | -26.1% | 8,186 | +0.0% | 0.52% | -12.1% |
| Q4 2019 | $1,753,000 | +20.6% | 8,182 | +8.5% | 0.59% | +7.9% |
| Q3 2019 | $1,453,000 | +17.6% | 7,540 | +22.5% | 0.54% | +13.6% |
| Q2 2019 | $1,236,000 | +16.3% | 6,155 | +13.9% | 0.48% | +6.7% |
| Q1 2019 | $1,063,000 | +23.7% | 5,403 | +5.7% | 0.45% | +8.7% |
| Q4 2018 | $859,000 | +4.1% | 5,113 | +33.3% | 0.41% | +14.4% |
| Q3 2018 | $825,000 | +14.6% | 3,837 | +8.9% | 0.36% | +3.7% |
| Q2 2018 | $720,000 | +29.0% | 3,525 | +20.4% | 0.35% | +17.6% |
| Q1 2018 | $558,000 | +2.2% | 2,927 | +0.1% | 0.30% | 0.0% |
| Q4 2017 | $546,000 | +4.4% | 2,923 | 0.0% | 0.30% | -0.7% |
| Q3 2017 | $523,000 | +21.3% | 2,923 | +14.3% | 0.30% | +14.7% |
| Q2 2017 | $431,000 | +42.7% | 2,557 | +36.7% | 0.26% | -1.5% |
| Q1 2017 | $302,000 | -25.1% | 1,871 | -28.5% | 0.26% | -12.9% |
| Q4 2016 | $403,000 | +3.6% | 2,618 | +0.3% | 0.30% | -1.6% |
| Q3 2016 | $389,000 | -10.4% | 2,609 | -17.6% | 0.31% | +17.6% |
| Q2 2016 | $434,000 | +3.1% | 3,166 | -0.2% | 0.26% | -1.5% |
| Q1 2016 | $421,000 | +22.7% | 3,173 | +28.9% | 0.26% | -10.2% |
| Q4 2015 | $343,000 | +5.5% | 2,461 | +1.3% | 0.30% | -1.3% |
| Q3 2015 | $325,000 | +83.6% | 2,429 | +101.9% | 0.30% | +119.9% |
| Q1 2015 | $177,000 | +35.1% | 1,203 | +30.8% | 0.14% | +23.6% |
| Q4 2014 | $131,000 | – | 920 | – | 0.11% | – |
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% |