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 2022 | $143,000 | -92.3% | 693 | -88.4% | 0.00% | -100.0% |
| Q2 2021 | $1,861,000 | -53.7% | 5,971 | -57.4% | 0.00% | -50.0% |
| Q4 2020 | $4,023,000 | +14.9% | 14,032 | -11.2% | 0.00% | 0.0% |
| Q3 2020 | $3,501,000 | +20.6% | 15,805 | +12.6% | 0.00% | 0.0% |
| Q2 2020 | $2,903,000 | -72.4% | 14,032 | -78.9% | 0.00% | -77.8% |
| Q1 2020 | $10,523,000 | +1038.9% | 66,529 | +1441.8% | 0.01% | +800.0% |
| Q4 2019 | $924,000 | -55.9% | 4,315 | -60.3% | 0.00% | -50.0% |
| Q3 2019 | $2,096,000 | -55.2% | 10,876 | -53.3% | 0.00% | -50.0% |
| Q2 2019 | $4,677,000 | -69.6% | 23,286 | -70.2% | 0.00% | -71.4% |
| Q1 2019 | $15,390,000 | +3.5% | 78,257 | -11.6% | 0.01% | -12.5% |
| Q4 2018 | $14,871,000 | -40.6% | 88,517 | -24.0% | 0.02% | -27.3% |
| Q3 2018 | $25,050,000 | -42.4% | 116,470 | -45.3% | 0.02% | -48.8% |
| Q2 2018 | $43,512,000 | +83.7% | 212,949 | +71.4% | 0.04% | +95.5% |
| Q1 2018 | $23,683,000 | -47.1% | 124,274 | -48.2% | 0.02% | -45.0% |
| Q4 2017 | $44,789,000 | +4995.4% | 239,898 | +4783.9% | 0.04% | +3900.0% |
| Q3 2017 | $879,000 | -69.0% | 4,912 | -72.0% | 0.00% | -66.7% |
| Q1 2017 | $2,837,000 | -82.5% | 17,548 | -83.3% | 0.00% | -81.2% |
| Q4 2016 | $16,210,000 | -7.0% | 105,300 | -10.1% | 0.02% | -5.9% |
| Q3 2016 | $17,439,000 | +86.4% | 117,119 | +71.7% | 0.02% | +70.0% |
| Q2 2016 | $9,356,000 | -11.2% | 68,201 | -14.1% | 0.01% | -23.1% |
| Q1 2016 | $10,533,000 | -44.2% | 79,432 | -41.4% | 0.01% | -40.9% |
| Q4 2015 | $18,878,000 | -58.0% | 135,537 | -59.6% | 0.02% | -59.3% |
| Q3 2015 | $44,953,000 | -18.8% | 335,546 | -6.3% | 0.05% | 0.0% |
| Q2 2015 | $55,334,000 | +1269.7% | 357,961 | +1242.8% | 0.05% | +1250.0% |
| Q1 2015 | $4,040,000 | -7.4% | 26,658 | -13.0% | 0.00% | 0.0% |
| Q4 2014 | $4,365,000 | -27.0% | 30,655 | -33.5% | 0.00% | -20.0% |
| Q3 2014 | $5,978,000 | +28.3% | 46,091 | +36.9% | 0.01% | +25.0% |
| Q2 2014 | $4,660,000 | -1.1% | 33,666 | -2.8% | 0.00% | -20.0% |
| Q1 2014 | $4,714,000 | +16.2% | 34,645 | +15.7% | 0.01% | +25.0% |
| Q4 2013 | $4,058,000 | +10.0% | 29,947 | +2.2% | 0.00% | 0.0% |
| Q3 2013 | $3,689,000 | +19.0% | 29,316 | +5.5% | 0.00% | +33.3% |
| Q2 2013 | $3,100,000 | -55.0% | 27,796 | -56.6% | 0.00% | -57.1% |
| Q1 2013 | $6,891,000 | – | 64,021 | – | 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% |