ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 620 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 2.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,316 | -7.6% | 108 | 0.0% | 0.01% | -12.5% |
Q2 2023 | $26,324 | +7.0% | 108 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $24,600 | +136.8% | 108 | +125.0% | 0.01% | +100.0% |
Q4 2022 | $10,388 | +3.9% | 48 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $10,000 | -56.5% | 48 | -47.3% | 0.00% | -50.0% |
Q1 2022 | $23,000 | -14.8% | 91 | 0.0% | 0.01% | -11.1% |
Q4 2021 | $27,000 | 0.0% | 91 | 0.0% | 0.01% | -18.2% |
Q3 2021 | $27,000 | +50.0% | 91 | -18.0% | 0.01% | -15.4% |
Q1 2020 | $18,000 | -25.0% | 111 | 0.0% | 0.01% | -27.8% |
Q4 2019 | $24,000 | – | 111 | – | 0.02% | – |
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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% |