ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Price Capital Management, Inc. | 5,000 | $1,294,000 | 24.14% |
Bronte Capital Management Pty Ltd. | 550,200 | $140,714,000 | 11.82% |
VAUGHAN & Co SECURITIES, INC. | 65,085 | $16,645,000 | 11.51% |
BARINGS LLC | 1,365,650 | $349,265,000 | 10.51% |
COLUMBIA ADVISORY PARTNERS LLC | 32,468 | $8,304,000 | 8.33% |
Stone Asset Management Inc. | 56,778 | $14,521,000 | 8.10% |
Powell Investment Advisors, LLC | 46,785 | $11,965,000 | 6.96% |
Cohen Klingenstein LLC | 589,833 | $150,850,000 | 6.26% |
FIFTH THIRD SECURITIES, INC. | 7,544 | $1,929,000 | 5.75% |
Hillcrest Wealth Advisors - NY, LLC | 39,652 | $10,141,000 | 5.62% |