ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 824 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 27.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $207,000 | -36.3% | 1,002 | -36.4% | 0.03% | -30.2% |
| Q2 2022 | $325,000 | -28.4% | 1,576 | -11.4% | 0.04% | -8.5% |
| Q1 2022 | $454,000 | -13.4% | 1,778 | -0.6% | 0.05% | -7.8% |
| Q4 2021 | $524,000 | +20.7% | 1,788 | +21.0% | 0.05% | +8.5% |
| Q3 2021 | $434,000 | +8.0% | 1,478 | +14.5% | 0.05% | +2.2% |
| Q2 2021 | $402,000 | +38.1% | 1,291 | +33.4% | 0.05% | +21.1% |
| Q1 2021 | $291,000 | -1.0% | 968 | -29.5% | 0.04% | -28.3% |
| Q4 2019 | $294,000 | -8.1% | 1,374 | -17.2% | 0.05% | -19.7% |
| Q3 2019 | $320,000 | -4.8% | 1,659 | -0.8% | 0.07% | -14.3% |
| Q2 2019 | $336,000 | +35.5% | 1,673 | +32.7% | 0.08% | +24.2% |
| Q1 2019 | $248,000 | +19.2% | 1,261 | -6.6% | 0.06% | -37.4% |
| Q4 2016 | $208,000 | -5.5% | 1,350 | -8.6% | 0.10% | -7.5% |
| Q3 2016 | $220,000 | -5.6% | 1,477 | -13.0% | 0.11% | -13.7% |
| Q2 2016 | $233,000 | +4.0% | 1,697 | +0.4% | 0.12% | -11.4% |
| Q1 2016 | $224,000 | -17.6% | 1,690 | -13.5% | 0.14% | -21.8% |
| Q4 2015 | $272,000 | – | 1,954 | – | 0.18% | – |
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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% |