ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 644 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $43,000 | -44.9% | 207 | -31.9% | 0.00% | -33.3% |
| Q1 2022 | $78,000 | -12.4% | 304 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $89,000 | -24.8% | 304 | -24.6% | 0.00% | -20.0% |
| Q3 2021 | $118,317 | -5.8% | 403 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $125,611 | +3.6% | 403 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $121,198 | -23.3% | 403 | -26.9% | 0.01% | -22.2% |
| Q4 2020 | $157,972 | +29.4% | 551 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $122,058 | +7.1% | 551 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $113,985 | +30.8% | 551 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $87,152 | -26.2% | 551 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $118,035 | +11.2% | 551 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $106,194 | -4.1% | 551 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $110,679 | +2.1% | 551 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $108,360 | +17.1% | 551 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $92,568 | -21.9% | 551 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $118,509 | +5.3% | 551 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $112,586 | +7.2% | 551 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $105,004 | -5.6% | 551 | -7.6% | 0.01% | -7.1% |
| Q4 2017 | $111,273 | +4.3% | 596 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $106,660 | – | 596 | – | 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% |