ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 654 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 10.07 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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 65,125 | $13,970,690 | 11.13% |
BARINGS LLC | 1,390,150 | $298,214,978 | 10.57% |
Stone Asset Management Inc. | 76,618 | $16,436,074 | 10.20% |
COLUMBIA ADVISORY PARTNERS LLC | 40,093 | $8,600,750 | 8.19% |
Erickson Financial Group, LLC | 33,597 | $7,207,228 | 7.80% |
KABOUTER MANAGEMENT, LLC | 102,338 | $21,998 | 7.68% |
Cassaday & Co Wealth Management LLC | 746,180 | $160,070,532 | 7.39% |
Alaska Permanent Fund Corp | 2,067,190 | $443,453 | 7.23% |
Cohen Klingenstein LLC | 585,165 | $125,529,596 | 6.32% |
Foundation Wealth Management, LLC | 26,405 | $5,664,241 | 5.75% |