ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 645 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 7.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,447,467 | -7.6% | 6,458 | 0.0% | 0.59% | -1.8% |
Q2 2023 | $1,566,997 | +7.1% | 6,458 | +0.1% | 0.60% | +1.0% |
Q1 2023 | $1,463,190 | +2.2% | 6,451 | -3.4% | 0.60% | -3.3% |
Q4 2022 | $1,431,903 | +3.5% | 6,675 | -0.3% | 0.62% | -6.0% |
Q3 2022 | $1,383,000 | +8.8% | 6,692 | +8.6% | 0.65% | +13.3% |
Q2 2022 | $1,271,000 | -19.3% | 6,162 | +0.0% | 0.58% | -8.1% |
Q1 2022 | $1,575,000 | -12.7% | 6,159 | +0.0% | 0.63% | -10.2% |
Q4 2021 | $1,804,000 | -0.1% | 6,156 | +0.1% | 0.70% | -8.0% |
Q3 2021 | $1,806,000 | -8.2% | 6,150 | -2.6% | 0.76% | -9.2% |
Q2 2021 | $1,968,000 | +3.7% | 6,315 | +0.0% | 0.84% | -2.9% |
Q1 2021 | $1,898,000 | +3.8% | 6,312 | -1.0% | 0.86% | -3.7% |
Q4 2020 | $1,828,000 | +23.7% | 6,377 | -4.4% | 0.90% | +2.5% |
Q3 2020 | $1,478,000 | +7.2% | 6,670 | +0.0% | 0.87% | -4.6% |
Q2 2020 | $1,379,000 | +31.0% | 6,667 | +0.1% | 0.92% | +7.4% |
Q1 2020 | $1,053,000 | -33.4% | 6,659 | -9.8% | 0.85% | -20.2% |
Q4 2019 | $1,581,000 | +8.3% | 7,382 | -2.6% | 1.07% | -4.0% |
Q3 2019 | $1,460,000 | -4.7% | 7,576 | -0.6% | 1.11% | -4.9% |
Q2 2019 | $1,532,000 | +2.2% | 7,625 | +0.1% | 1.17% | -4.6% |
Q1 2019 | $1,499,000 | +17.1% | 7,620 | +0.0% | 1.23% | +1.1% |
Q4 2018 | $1,280,000 | – | 7,617 | – | 1.21% | – |
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% |