ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $20,164 | -99.8% | 94 | -99.7% | 0.01% | -99.8% |
Q2 2021 | $11,065,000 | +8.5% | 35,501 | +4.7% | 3.88% | +1.7% |
Q1 2021 | $10,201,000 | -1.0% | 33,920 | -5.6% | 3.81% | -9.2% |
Q4 2020 | $10,299,000 | +50.6% | 35,923 | +16.3% | 4.20% | +30.0% |
Q3 2020 | $6,839,000 | +69.4% | 30,875 | +58.2% | 3.23% | +44.5% |
Q2 2020 | $4,037,000 | – | 19,515 | – | 2.23% | – |
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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% |