ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $44,998 | -65.5% | 201 | -62.6% | 0.01% | -64.3% |
Q2 2023 | $130,375 | +226.6% | 537 | +205.1% | 0.03% | +154.5% |
Q1 2023 | $39,915 | +17.2% | 176 | +10.7% | 0.01% | +10.0% |
Q4 2022 | $34,051 | +325.6% | 159 | +329.7% | 0.01% | +400.0% |
Q2 2022 | $8,000 | +100.0% | 37 | +117.6% | 0.00% | +100.0% |
Q1 2022 | $4,000 | -86.7% | 17 | -83.7% | 0.00% | -85.7% |
Q4 2021 | $30,000 | +3.4% | 104 | +6.1% | 0.01% | -41.7% |
Q3 2021 | $29,000 | -9.4% | 98 | -5.8% | 0.01% | +33.3% |
Q2 2021 | $32,000 | -40.7% | 104 | -42.5% | 0.01% | -50.0% |
Q1 2021 | $54,000 | +285.7% | 181 | +277.1% | 0.02% | +63.6% |
Q4 2020 | $14,000 | – | 48 | – | 0.01% | – |
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% |