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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $230,126 | +137.2% | 1,027 | +133.9% | 0.02% | +46.2% |
Q3 2020 | $97,000 | -30.2% | 439 | -34.9% | 0.01% | -35.0% |
Q2 2020 | $139,000 | +14.9% | 674 | -12.1% | 0.02% | -16.7% |
Q1 2020 | $121,000 | -25.3% | 767 | +1.5% | 0.02% | -14.3% |
Q4 2019 | $162,000 | +10.2% | 756 | -0.9% | 0.03% | -3.4% |
Q3 2019 | $147,000 | -3.9% | 763 | 0.0% | 0.03% | -9.4% |
Q2 2019 | $153,000 | +1.3% | 763 | -0.9% | 0.03% | +3.2% |
Q1 2019 | $151,000 | +18.0% | 770 | +0.5% | 0.03% | 0.0% |
Q4 2018 | $128,000 | -19.0% | 766 | +2.7% | 0.03% | +6.9% |
Q3 2018 | $158,000 | -10.7% | 746 | -14.3% | 0.03% | -17.1% |
Q2 2018 | $177,000 | – | 870 | – | 0.04% | – |
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% |