ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,912 | +7.0% | 12 | 0.0% | 0.00% | – |
| Q1 2023 | $2,722 | +5.7% | 12 | 0.0% | 0.00% | – |
| Q4 2022 | $2,574 | +28.7% | 12 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 12 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 12 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | -33.3% | 12 | -36.8% | 0.00% | -100.0% |
| Q3 2021 | $6,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +50.0% | 19 | +58.3% | 0.00% | – |
| Q1 2021 | $4,000 | -20.0% | 12 | -36.8% | 0.00% | -100.0% |
| Q4 2020 | $5,000 | +66.7% | 19 | +58.3% | 0.00% | – |
| Q3 2020 | $3,000 | +50.0% | 12 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -71.4% | 12 | -72.7% | 0.00% | -100.0% |
| Q1 2020 | $7,000 | +40.0% | 44 | +100.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | +25.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 22 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $5,000 | +25.0% | 22 | 0.0% | 0.00% | +100.0% |
| Q2 2018 | $4,000 | 0.0% | 22 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $4,000 | -50.0% | 22 | -51.1% | 0.00% | -50.0% |
| Q4 2017 | $8,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | 0.0% | 45 | 0.0% | 0.00% | +33.3% |
| Q2 2017 | $8,000 | – | 45 | – | 0.00% | – |
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% |