ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 654 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 10.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,398 | -7.6% | 91 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $22,082 | +105052.4% | 91 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $21 | +5.0% | 91 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20 | -99.8% | 91 | +82.0% | 0.01% | +25.0% |
| Q3 2022 | $10,000 | -61.5% | 50 | -59.7% | 0.01% | -27.3% |
| Q2 2022 | $26,000 | +13.0% | 124 | +36.3% | 0.01% | +22.2% |
| Q1 2022 | $23,000 | -53.1% | 91 | -45.2% | 0.01% | -57.1% |
| Q4 2021 | $49,000 | +36.1% | 166 | +37.2% | 0.02% | +23.5% |
| Q3 2021 | $36,000 | +33.3% | 121 | +40.7% | 0.02% | +30.8% |
| Q2 2021 | $27,000 | +50.0% | 86 | +41.0% | 0.01% | +62.5% |
| Q1 2021 | $18,000 | +63.6% | 61 | +48.8% | 0.01% | +60.0% |
| Q4 2020 | $11,000 | +22.2% | 41 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 41 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | -11.1% | 41 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $9,000 | – | 41 | – | 0.01% | – |
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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% |