ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 716 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $188,162 | +2669.5% | 839 | +2896.4% | 0.03% | +2900.0% |
| Q2 2023 | $6,794 | -96.4% | 28 | -96.7% | 0.00% | -97.0% |
| Q1 2023 | $190,138 | +5.9% | 838 | +0.1% | 0.03% | 0.0% |
| Q4 2022 | $179,472 | +4.3% | 837 | +0.6% | 0.03% | -10.8% |
| Q3 2022 | $172,000 | -3.4% | 832 | -3.5% | 0.04% | 0.0% |
| Q2 2022 | $178,000 | -19.1% | 862 | +0.1% | 0.04% | -7.5% |
| Q1 2022 | $220,000 | -12.7% | 861 | 0.0% | 0.04% | -13.0% |
| Q4 2021 | $252,000 | 0.0% | 861 | +0.2% | 0.05% | -13.2% |
| Q3 2021 | $252,000 | -6.3% | 859 | -0.3% | 0.05% | -5.4% |
| Q2 2021 | $269,000 | +3.9% | 862 | +0.1% | 0.06% | +1.8% |
| Q1 2021 | $259,000 | -47.6% | 861 | -50.0% | 0.06% | -3.5% |
| Q4 2020 | $494,000 | +158.6% | 1,722 | +100.0% | 0.06% | +7.5% |
| Q3 2020 | $191,000 | +7.3% | 861 | 0.0% | 0.05% | -3.6% |
| Q2 2020 | $178,000 | +19.5% | 861 | -8.4% | 0.06% | -3.5% |
| Q1 2020 | $149,000 | +396.7% | 940 | +571.4% | 0.06% | +418.2% |
| Q4 2019 | $30,000 | +400.0% | 140 | +351.6% | 0.01% | +450.0% |
| Q3 2019 | $6,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | +500.0% | 31 | +933.3% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $1,000 | -50.0% | 3 | -66.7% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | – | 9 | – | 0.00% | – |
Download | ||||||
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% |