ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 645 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $52,000 | 0.0% | 251 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $52,000 | -29.7% | 251 | 0.0% | 0.02% | -33.3% |
Q3 2021 | $74,000 | -5.1% | 251 | 0.0% | 0.02% | +14.3% |
Q2 2021 | $78,000 | +4.0% | 251 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $75,000 | +4.2% | 251 | 0.0% | 0.02% | -4.5% |
Q4 2020 | $72,000 | +28.6% | 251 | 0.0% | 0.02% | +22.2% |
Q3 2020 | $56,000 | -32.5% | 251 | -37.1% | 0.02% | -37.9% |
Q2 2020 | $83,000 | +31.7% | 399 | 0.0% | 0.03% | +11.5% |
Q1 2020 | $63,000 | -25.9% | 399 | 0.0% | 0.03% | -16.1% |
Q4 2019 | $85,000 | +10.4% | 399 | 0.0% | 0.03% | +6.9% |
Q3 2019 | $77,000 | -4.9% | 399 | 0.0% | 0.03% | -12.1% |
Q2 2019 | $81,000 | +3.8% | 399 | 0.0% | 0.03% | -2.9% |
Q1 2019 | $78,000 | +1.3% | 399 | -12.9% | 0.03% | -10.5% |
Q4 2018 | $77,000 | – | 458 | – | 0.04% | – |
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% |