ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,063,000 | +39.9% | 3,629 | +40.2% | 0.61% | +37.3% |
Q3 2021 | $760,000 | +48.1% | 2,589 | +57.4% | 0.44% | +50.3% |
Q2 2021 | $513,000 | +25.1% | 1,645 | +20.8% | 0.29% | +12.6% |
Q1 2021 | $410,000 | +38.5% | 1,362 | +32.0% | 0.26% | +18.6% |
Q4 2020 | $296,000 | – | 1,032 | – | 0.22% | – |
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% |