ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 673 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $595,972 | +48.4% | 2,610 | +49.9% | 0.16% | +54.8% |
| Q4 2022 | $401,588 | -77.0% | 1,741 | -78.8% | 0.10% | -76.2% |
| Q3 2022 | $1,748,000 | +207.2% | 8,211 | +232.3% | 0.44% | +280.0% |
| Q2 2022 | $569,000 | -58.1% | 2,471 | -53.4% | 0.12% | -48.4% |
| Q1 2022 | $1,358,000 | -22.8% | 5,308 | -23.9% | 0.22% | -19.5% |
| Q4 2021 | $1,758,000 | +30.5% | 6,973 | +52.0% | 0.28% | +28.8% |
| Q3 2021 | $1,347,000 | -54.3% | 4,587 | -51.5% | 0.22% | -55.2% |
| Q2 2021 | $2,947,000 | -57.0% | 9,456 | -58.5% | 0.48% | -59.9% |
| Q1 2021 | $6,851,000 | +583.1% | 22,781 | +551.1% | 1.20% | +536.2% |
| Q4 2020 | $1,003,000 | -46.4% | 3,499 | -58.6% | 0.19% | -53.5% |
| Q3 2020 | $1,870,000 | – | 8,444 | – | 0.40% | – |
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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% |