ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $33 | -15.4% | 145 | -9.4% | 0.01% | -16.7% |
Q2 2023 | $39 | +8.3% | 160 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $36 | +5.9% | 160 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $34 | -99.9% | 160 | -13.5% | 0.01% | -14.3% |
Q3 2022 | $38,000 | 0.0% | 185 | 0.0% | 0.01% | +7.7% |
Q2 2022 | $38,000 | -19.1% | 185 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $47,000 | -13.0% | 185 | 0.0% | 0.01% | -13.3% |
Q4 2021 | $54,000 | -6.9% | 185 | -5.6% | 0.02% | -11.8% |
Q3 2021 | $58,000 | -4.9% | 196 | 0.0% | 0.02% | -5.6% |
Q2 2021 | $61,000 | +3.4% | 196 | 0.0% | 0.02% | -5.3% |
Q1 2021 | $59,000 | +5.4% | 196 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $56,000 | – | 196 | – | 0.02% | – |
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% |