ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 644 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $650,431 | -7.6% | 2,903 | 0.0% | 0.26% | -1.9% |
Q2 2023 | $704,145 | +7.1% | 2,903 | +0.2% | 0.27% | +1.9% |
Q1 2023 | $657,245 | +5.9% | 2,898 | +0.2% | 0.26% | +0.8% |
Q4 2022 | $620,346 | +4.1% | 2,892 | +0.2% | 0.26% | -3.3% |
Q3 2022 | $596,000 | +0.5% | 2,885 | +0.3% | 0.27% | +6.2% |
Q2 2022 | $593,000 | -19.2% | 2,876 | +0.1% | 0.26% | -7.9% |
Q1 2022 | $734,000 | -11.7% | 2,873 | +1.2% | 0.28% | -7.6% |
Q4 2021 | $831,000 | -10.4% | 2,838 | -10.2% | 0.30% | -10.9% |
Q3 2021 | $927,000 | -6.6% | 3,159 | -0.8% | 0.34% | -12.2% |
Q2 2021 | $992,000 | +3.7% | 3,185 | +0.0% | 0.38% | -3.0% |
Q1 2021 | $957,000 | +6.5% | 3,184 | +1.5% | 0.40% | -3.9% |
Q4 2020 | $899,000 | +27.9% | 3,136 | -1.3% | 0.41% | +6.4% |
Q3 2020 | $703,000 | +7.2% | 3,176 | +0.1% | 0.39% | +6.3% |
Q2 2020 | $656,000 | +39.3% | 3,172 | +6.3% | 0.36% | +19.3% |
Q1 2020 | $471,000 | -25.7% | 2,984 | +0.8% | 0.31% | -1.3% |
Q4 2019 | $634,000 | +4.3% | 2,960 | -6.3% | 0.31% | -6.9% |
Q3 2019 | $608,000 | -3.9% | 3,159 | +0.2% | 0.33% | -7.0% |
Q2 2019 | $633,000 | +2.3% | 3,153 | +0.1% | 0.36% | -1.9% |
Q1 2019 | $619,000 | +19.3% | 3,149 | +1.8% | 0.36% | +8.3% |
Q4 2018 | $519,000 | – | 3,093 | – | 0.34% | – |
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% |