ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 824 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $266 | -7.6% | 1,188 | 0.0% | 0.20% | -5.6% |
Q2 2023 | $288 | +7.1% | 1,188 | 0.0% | 0.21% | +2.4% |
Q1 2023 | $269 | +3.9% | 1,188 | -2.1% | 0.21% | -3.7% |
Q4 2022 | $259 | -99.9% | 1,213 | +2.1% | 0.22% | +1.9% |
Q3 2022 | $245,000 | -8.9% | 1,188 | -8.9% | 0.21% | -2.8% |
Q2 2022 | $269,000 | -11.2% | 1,304 | +10.0% | 0.22% | 0.0% |
Q1 2022 | $303,000 | -21.1% | 1,185 | -9.1% | 0.22% | -15.5% |
Q4 2021 | $384,000 | +0.5% | 1,304 | 0.0% | 0.26% | -4.4% |
Q3 2021 | $382,000 | -5.9% | 1,304 | 0.0% | 0.27% | -1.1% |
Q2 2021 | $406,000 | +3.6% | 1,304 | 0.0% | 0.27% | -2.5% |
Q1 2021 | $392,000 | +4.8% | 1,304 | 0.0% | 0.28% | +2.9% |
Q4 2020 | $374,000 | +29.4% | 1,304 | 0.0% | 0.27% | +13.8% |
Q3 2020 | $289,000 | -5.2% | 1,304 | -11.8% | 0.24% | -9.8% |
Q2 2020 | $305,000 | +30.9% | 1,479 | 0.0% | 0.26% | +22.7% |
Q1 2020 | $233,000 | -48.7% | 1,479 | -30.2% | 0.22% | -33.3% |
Q4 2019 | $454,000 | +11.3% | 2,119 | 0.0% | 0.32% | +5.9% |
Q3 2019 | $408,000 | -4.2% | 2,119 | 0.0% | 0.31% | -3.5% |
Q2 2019 | $426,000 | +2.4% | 2,119 | 0.0% | 0.32% | +1.6% |
Q1 2019 | $416,000 | +16.9% | 2,119 | 0.0% | 0.31% | +5.1% |
Q4 2018 | $356,000 | -21.8% | 2,119 | 0.0% | 0.30% | -9.2% |
Q3 2018 | $455,000 | -1.5% | 2,119 | -6.2% | 0.33% | +4.5% |
Q2 2018 | $462,000 | +7.4% | 2,259 | 0.0% | 0.31% | +8.7% |
Q1 2018 | $430,000 | +2.1% | 2,259 | 0.0% | 0.29% | -2.0% |
Q4 2017 | $421,000 | +4.2% | 2,259 | 0.0% | 0.29% | -2.6% |
Q3 2017 | $404,000 | +6.0% | 2,259 | 0.0% | 0.30% | +0.7% |
Q2 2017 | $381,000 | -4.0% | 2,259 | -8.1% | 0.30% | -9.9% |
Q1 2017 | $397,000 | +2.1% | 2,459 | -2.8% | 0.33% | -5.4% |
Q4 2016 | $389,000 | +14.4% | 2,531 | +10.7% | 0.35% | +12.5% |
Q3 2016 | $340,000 | +8.6% | 2,286 | 0.0% | 0.31% | +3.6% |
Q2 2016 | $313,000 | +3.3% | 2,286 | 0.0% | 0.30% | -0.7% |
Q1 2016 | $303,000 | -6.5% | 2,286 | -1.6% | 0.30% | -13.6% |
Q4 2015 | $324,000 | – | 2,324 | – | 0.35% | – |
Download |
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% |