ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 620 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 2.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $527,000 | -5.9% | 1,798 | 0.0% | 0.21% | -1.4% |
Q2 2021 | $560,000 | +3.7% | 1,798 | +0.1% | 0.21% | -1.4% |
Q1 2021 | $540,000 | +5.9% | 1,796 | +0.8% | 0.21% | +3.9% |
Q4 2020 | $510,000 | +25.6% | 1,781 | -2.8% | 0.20% | +25.2% |
Q3 2020 | $406,000 | +7.4% | 1,833 | +0.1% | 0.16% | -0.6% |
Q2 2020 | $378,000 | +29.9% | 1,831 | -0.8% | 0.16% | +11.6% |
Q1 2020 | $291,000 | -26.7% | 1,845 | -0.6% | 0.15% | -16.0% |
Q4 2019 | $397,000 | +9.1% | 1,857 | -1.7% | 0.18% | +2.9% |
Q3 2019 | $364,000 | -4.0% | 1,890 | 0.0% | 0.17% | +1.2% |
Q2 2019 | $379,000 | -24.8% | 1,890 | -26.3% | 0.17% | -21.9% |
Q1 2019 | $504,000 | +17.2% | 2,563 | +0.1% | 0.22% | +0.5% |
Q4 2018 | $430,000 | -33.1% | 2,561 | -14.3% | 0.21% | -24.4% |
Q3 2018 | $643,000 | -21.2% | 2,990 | -25.1% | 0.28% | -26.5% |
Q2 2018 | $816,000 | +27.3% | 3,994 | +18.7% | 0.38% | +13.9% |
Q1 2018 | $641,000 | +85.8% | 3,365 | +82.0% | 0.34% | +14.2% |
Q4 2017 | $345,000 | – | 1,849 | – | 0.30% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 65,125 | $13,970,690 | 11.13% |
BARINGS LLC | 1,390,150 | $298,214,978 | 10.57% |
Stone Asset Management Inc. | 76,618 | $16,436,074 | 10.20% |
COLUMBIA ADVISORY PARTNERS LLC | 40,093 | $8,600,750 | 8.19% |
Erickson Financial Group, LLC | 33,597 | $7,207,228 | 7.80% |
KABOUTER MANAGEMENT, LLC | 102,338 | $21,998 | 7.68% |
Cassaday & Co Wealth Management LLC | 746,180 | $160,070,532 | 7.39% |
Alaska Permanent Fund Corp | 2,067,190 | $443,453 | 7.23% |
Cohen Klingenstein LLC | 585,165 | $125,529,596 | 6.32% |
Foundation Wealth Management, LLC | 26,405 | $5,664,241 | 5.75% |