ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $286,866 | +22.6% | 1,280 | +12.9% | 0.21% | -8.8% |
Q2 2022 | $234,000 | -27.8% | 1,134 | -10.4% | 0.23% | -17.2% |
Q1 2022 | $324,000 | -25.0% | 1,265 | -14.2% | 0.27% | -23.7% |
Q4 2021 | $432,000 | 0.0% | 1,474 | +0.2% | 0.36% | -13.5% |
Q3 2021 | $432,000 | -7.9% | 1,471 | -2.3% | 0.42% | 0.0% |
Q2 2021 | $469,000 | -7.7% | 1,506 | -10.8% | 0.42% | -9.6% |
Q1 2021 | $508,000 | +5.0% | 1,689 | 0.0% | 0.46% | -11.6% |
Q4 2020 | $484,000 | – | 1,689 | – | 0.52% | – |
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% |