ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $324,000 | -5.5% | 1,104 | +0.1% | 0.05% | -7.3% |
| Q2 2021 | $343,000 | +3.6% | 1,103 | +0.1% | 0.06% | -20.3% |
| Q1 2021 | $331,000 | -15.1% | 1,102 | -19.1% | 0.07% | -25.8% |
| Q4 2020 | $390,000 | +54.2% | 1,362 | +19.3% | 0.09% | +29.2% |
| Q3 2020 | $253,000 | +7.2% | 1,142 | +0.1% | 0.07% | +16.1% |
| Q2 2020 | $236,000 | +31.1% | 1,141 | +0.2% | 0.06% | +6.9% |
| Q1 2020 | $180,000 | -25.9% | 1,139 | +0.2% | 0.06% | -17.1% |
| Q4 2019 | $243,000 | +11.5% | 1,137 | +0.3% | 0.07% | +2.9% |
| Q3 2019 | $218,000 | -4.0% | 1,134 | +0.2% | 0.07% | -5.6% |
| Q2 2019 | $227,000 | -14.0% | 1,132 | -19.8% | 0.07% | -17.2% |
| Q4 2017 | $264,000 | – | 1,412 | – | 0.09% | – |
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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% |