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 | $4,707 | -7.6% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,096 | +7.0% | 21 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $4,763 | +5.7% | 21 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $4,505 | +3.8% | 21 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,338 | +0.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,333 | -19.3% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,371 | -12.7% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,154 | -0.2% | 21 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,165 | -5.8% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,545 | +3.6% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,316 | +4.9% | 21 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $6,021 | +29.4% | 21 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $4,652 | +7.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,344 | +30.8% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,322 | -26.2% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,499 | +11.2% | 21 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,047 | -4.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,218 | +2.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,130 | +17.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,528 | -21.9% | 21 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $4,517 | +5.3% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,291 | +7.2% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,002 | +2.1% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,921 | +4.3% | 21 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,758 | +6.0% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,544 | +4.4% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,395 | +5.0% | 21 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $3,233 | +3.4% | 21 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,127 | +8.5% | 21 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $2,881 | +3.4% | 21 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,785 | – | 21 | – | 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% |