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 | $553,000 | -0.2% | 1,887 | +0.1% | 1.28% | -10.3% |
Q3 2021 | $554,000 | -5.6% | 1,885 | +0.1% | 1.43% | +26.8% |
Q2 2021 | $587,000 | +3.7% | 1,883 | 0.0% | 1.12% | +59.8% |
Q1 2021 | $566,000 | +5.0% | 1,883 | +0.1% | 0.70% | -15.9% |
Q4 2020 | $539,000 | +38.9% | 1,881 | +0.3% | 0.84% | +34.8% |
Q3 2020 | $388,000 | 0.0% | 1,876 | 0.0% | 0.62% | +2.5% |
Q2 2020 | $388,000 | +31.1% | 1,876 | +0.2% | 0.61% | +19.1% |
Q1 2020 | $296,000 | -26.0% | 1,873 | +0.2% | 0.51% | +5.8% |
Q4 2019 | $400,000 | – | 1,870 | – | 0.48% | – |
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% |