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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $400 | -39.1% | 1,784 | -34.1% | 0.07% | -38.1% |
Q2 2023 | $657 | -13.6% | 2,706 | -20.4% | 0.12% | -19.7% |
Q1 2023 | $760 | -53.7% | 3,400 | -54.9% | 0.15% | -56.6% |
Q4 2022 | $1,640 | -99.9% | 7,537 | -17.2% | 0.34% | -29.2% |
Q3 2022 | $1,922,000 | -20.1% | 9,105 | -20.7% | 0.48% | -22.0% |
Q2 2022 | $2,405,000 | +877.6% | 11,478 | +865.3% | 0.61% | +687.2% |
Q2 2020 | $246,000 | – | 1,189 | – | 0.08% | – |
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% |