ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,133 | +7.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,341 | -26.6% | 50 | -30.6% | 0.00% | -50.0% |
| Q4 2022 | $15,445 | +54.4% | 72 | +44.0% | 0.00% | +100.0% |
| Q3 2022 | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -23.1% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | -27.8% | 50 | -16.7% | 0.00% | -50.0% |
| Q4 2021 | $18,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | +500.0% | 60 | +500.0% | 0.00% | – |
| Q2 2021 | $3,000 | -70.0% | 10 | -78.3% | 0.00% | -100.0% |
| Q4 2019 | $10,000 | +11.1% | 46 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 46 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -20.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | +11.1% | 46 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | – | 46 | – | 0.00% | – |
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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% |