ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,785 | -7.6% | 173 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $41,988 | +7.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $39,247 | +4.5% | 173 | -1.1% | 0.00% | 0.0% |
| Q4 2022 | $37,548 | +4.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $36,000 | -20.0% | 175 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $45,000 | -13.5% | 175 | -2.2% | 0.00% | -20.0% |
| Q4 2021 | $52,000 | -1.9% | 179 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $53,000 | -15.9% | 179 | -10.5% | 0.01% | -28.6% |
| Q2 2021 | $63,000 | +53.7% | 200 | +46.0% | 0.01% | +16.7% |
| Q1 2021 | $41,000 | – | 137 | – | 0.01% | – |
| Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $3,000 | -70.0% | 17 | -72.6% | 0.00% | -80.0% |
| Q4 2018 | $10,000 | +11.1% | 62 | +47.6% | 0.01% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 42 | -4.5% | 0.01% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 44 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | -55.6% | 44 | -55.1% | 0.01% | -58.3% |
| Q4 2017 | $18,000 | 0.0% | 98 | 0.0% | 0.01% | -7.7% |
| Q3 2017 | $18,000 | – | 98 | – | 0.01% | – |
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% |