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 2023 | $230 | -7.6% | 1,027 | 0.0% | 0.03% | -29.8% |
| Q2 2023 | $249 | -1.6% | 1,027 | -8.1% | 0.05% | -9.6% |
| Q1 2023 | $253 | -99.9% | 1,117 | 0.0% | 0.05% | -10.3% |
| Q4 2022 | $239,619 | +3.7% | 1,117 | 0.0% | 0.06% | -4.9% |
| Q3 2022 | $231,000 | +0.4% | 1,117 | 0.0% | 0.06% | +3.4% |
| Q2 2022 | $230,000 | -86.4% | 1,117 | -85.9% | 0.06% | -84.8% |
| Q4 2019 | $1,691,000 | -0.4% | 7,895 | -10.4% | 0.39% | -22.0% |
| Q3 2019 | $1,698,000 | -11.2% | 8,812 | -7.4% | 0.50% | -7.8% |
| Q2 2019 | $1,912,000 | -1.6% | 9,517 | -3.7% | 0.54% | -9.9% |
| Q1 2019 | $1,943,000 | – | 9,882 | – | 0.60% | – |
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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% |