ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 558 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 7.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,924,000 | -10.7% | 9,325 | +10.7% | 0.56% | +25.9% |
Q1 2022 | $2,154,000 | -14.9% | 8,423 | -2.5% | 0.44% | -10.5% |
Q4 2021 | $2,532,000 | -0.0% | 8,640 | +0.1% | 0.50% | -11.6% |
Q3 2021 | $2,533,000 | -2.5% | 8,628 | 0.0% | 0.56% | -1.4% |
Q2 2021 | $2,599,000 | -2.5% | 8,628 | -2.6% | 0.57% | -8.5% |
Q1 2021 | $2,665,000 | +4.6% | 8,861 | -0.3% | 0.62% | +7.4% |
Q4 2020 | $2,548,000 | +29.6% | 8,886 | +0.1% | 0.58% | 0.0% |
Q3 2020 | $1,966,000 | +7.0% | 8,873 | -0.1% | 0.58% | -6.6% |
Q2 2020 | $1,837,000 | +27.9% | 8,878 | -2.2% | 0.62% | +11.9% |
Q1 2020 | $1,436,000 | -27.1% | 9,078 | -1.3% | 0.55% | -4.0% |
Q4 2019 | $1,971,000 | +22.5% | 9,201 | +10.2% | 0.58% | -1.0% |
Q3 2019 | $1,609,000 | -6.3% | 8,346 | -2.4% | 0.58% | +8.4% |
Q2 2019 | $1,718,000 | +2.0% | 8,555 | -0.1% | 0.54% | -22.8% |
Q1 2019 | $1,684,000 | +17.0% | 8,561 | -0.1% | 0.70% | +9.2% |
Q4 2018 | $1,439,000 | -29.0% | 8,566 | -9.1% | 0.64% | -16.8% |
Q3 2018 | $2,026,000 | +0.4% | 9,421 | -4.6% | 0.77% | -0.8% |
Q2 2018 | $2,017,000 | +7.2% | 9,872 | 0.0% | 0.77% | -9.9% |
Q1 2018 | $1,881,000 | +2.0% | 9,872 | -0.1% | 0.86% | -11.8% |
Q4 2017 | $1,844,000 | +4.2% | 9,877 | -0.2% | 0.97% | +27.4% |
Q3 2017 | $1,770,000 | +2.6% | 9,892 | -7.3% | 0.76% | -43.0% |
Q1 2017 | $1,725,000 | – | 10,669 | – | 1.34% | – |
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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% |