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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,074 | -29.0% | 254 | -21.8% | 0.02% | -34.4% |
| Q2 2023 | $78,923 | +7.1% | 325 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $73,701 | +102262.5% | 325 | -3.3% | 0.03% | -8.3% |
| Q4 2022 | $72 | -99.9% | 336 | 0.0% | 0.04% | -18.2% |
| Q3 2022 | $70,000 | +1.4% | 336 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $69,000 | -16.9% | 336 | 0.0% | 0.05% | -13.2% |
| Q1 2022 | $83,000 | 0.0% | 336 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $83,000 | -22.4% | 336 | +0.3% | 0.05% | -15.9% |
| Q3 2021 | $107,000 | – | 335 | – | 0.06% | – |
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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% |