ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $31,275 | -7.6% | 140 | 0.0% | 0.01% | -14.3% |
Q2 2023 | $33,858 | +7.1% | 140 | +0.7% | 0.01% | 0.0% |
Q1 2023 | $31,602 | +6.0% | 139 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $29,827 | +2.9% | 139 | +0.7% | 0.01% | -50.0% |
Q3 2022 | $29,000 | 0.0% | 138 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $29,000 | -17.1% | 138 | 0.0% | 0.01% | -6.7% |
Q1 2022 | $35,000 | -12.5% | 138 | 0.0% | 0.02% | -6.2% |
Q4 2021 | $40,000 | -2.4% | 138 | 0.0% | 0.02% | -33.3% |
Q3 2021 | $41,000 | -4.7% | 138 | 0.0% | 0.02% | -4.0% |
Q2 2021 | $43,000 | +2.4% | 138 | 0.0% | 0.02% | +4.2% |
Q1 2021 | $42,000 | +5.0% | 138 | 0.0% | 0.02% | -17.2% |
Q4 2020 | $40,000 | +29.0% | 138 | 0.0% | 0.03% | +26.1% |
Q3 2020 | $31,000 | -8.8% | 138 | -16.4% | 0.02% | -14.8% |
Q2 2020 | $34,000 | +30.8% | 165 | 0.0% | 0.03% | +3.8% |
Q1 2020 | $26,000 | -25.7% | 165 | 0.0% | 0.03% | +13.0% |
Q4 2019 | $35,000 | +9.4% | 165 | 0.0% | 0.02% | +9.5% |
Q3 2019 | $32,000 | -3.0% | 165 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $33,000 | +3.1% | 165 | 0.0% | 0.02% | +5.0% |
Q1 2019 | $32,000 | 0.0% | 165 | -14.5% | 0.02% | +53.8% |
Q4 2018 | $32,000 | -8.6% | 193 | +17.0% | 0.01% | -35.0% |
Q3 2018 | $35,000 | +2.9% | 165 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $34,000 | +9.7% | 165 | 0.0% | 0.02% | +5.3% |
Q1 2018 | $31,000 | -24.4% | 165 | -25.3% | 0.02% | 0.0% |
Q4 2017 | $41,000 | – | 221 | – | 0.02% | – |
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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% |