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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $28,272 | +7.1% | 117 | +0.9% | 0.01% | 0.0% |
Q1 2023 | $26,388 | -0.9% | 116 | -6.5% | 0.01% | -6.7% |
Q4 2022 | $26,640 | +2.5% | 124 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $26,000 | +4.0% | 124 | 0.0% | 0.02% | -6.2% |
Q2 2022 | $25,000 | -21.9% | 124 | +0.8% | 0.02% | 0.0% |
Q1 2022 | $32,000 | -11.1% | 123 | 0.0% | 0.02% | -5.9% |
Q4 2021 | $36,000 | 0.0% | 123 | 0.0% | 0.02% | -22.7% |
Q3 2021 | $36,000 | +140.0% | 123 | +161.7% | 0.02% | +144.4% |
Q2 2021 | $15,000 | +15.4% | 47 | +11.9% | 0.01% | -10.0% |
Q1 2021 | $13,000 | +550.0% | 42 | +425.0% | 0.01% | +400.0% |
Q4 2020 | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $2,000 | – | 8 | – | 0.00% | – |
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% |