ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.
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 ↓ |
---|---|---|---|
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% |