ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 654 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 10.07 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $290,845 | -7.6% | 1,298 | 0.0% | 0.03% | -5.6% |
Q2 2023 | $314,863 | +4.2% | 1,298 | -2.6% | 0.04% | -20.0% |
Q1 2023 | $302,108 | +5.0% | 1,332 | -0.7% | 0.04% | -2.2% |
Q4 2022 | $287,682 | -5.1% | 1,341 | -8.5% | 0.05% | -34.3% |
Q3 2022 | $303,000 | -5.6% | 1,465 | -5.7% | 0.07% | -16.7% |
Q2 2022 | $321,000 | -60.2% | 1,554 | -50.7% | 0.08% | -51.7% |
Q1 2022 | $806,000 | +11.6% | 3,152 | +27.9% | 0.17% | +12.3% |
Q4 2021 | $722,000 | +69.5% | 2,465 | +70.0% | 0.16% | +82.4% |
Q3 2021 | $426,000 | -6.0% | 1,450 | -0.3% | 0.08% | -19.0% |
Q2 2021 | $453,000 | +4.6% | 1,454 | +0.9% | 0.10% | -9.5% |
Q1 2021 | $433,000 | +6.7% | 1,441 | +1.9% | 0.12% | -11.5% |
Q4 2020 | $406,000 | +29.7% | 1,414 | 0.0% | 0.13% | +5.6% |
Q3 2020 | $313,000 | +20.4% | 1,414 | +12.6% | 0.12% | +2.5% |
Q2 2020 | $260,000 | +10.6% | 1,256 | +14.5% | 0.12% | +8.0% |
Q4 2019 | $235,000 | – | 1,097 | – | 0.11% | – |
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% |