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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,222,000 | -13.0% | 4,170 | -12.9% | 0.00% | -25.0% |
Q3 2021 | $1,405,000 | +36.5% | 4,786 | +45.0% | 0.00% | +100.0% |
Q2 2021 | $1,029,000 | -36.6% | 3,300 | -38.9% | 0.00% | -50.0% |
Q1 2021 | $1,624,000 | -12.5% | 5,400 | -16.6% | 0.00% | -20.0% |
Q4 2020 | $1,856,000 | -39.4% | 6,474 | -53.2% | 0.01% | 0.0% |
Q3 2020 | $3,064,000 | +123.3% | 13,832 | +108.4% | 0.01% | +150.0% |
Q2 2020 | $1,372,000 | +54.5% | 6,636 | +18.2% | 0.00% | -60.0% |
Q1 2020 | $888,000 | -53.6% | 5,613 | -37.2% | 0.01% | -28.6% |
Q4 2019 | $1,914,000 | +75.1% | 8,933 | +57.6% | 0.01% | +40.0% |
Q3 2019 | $1,093,000 | +22.9% | 5,669 | +28.1% | 0.01% | +25.0% |
Q2 2019 | $889,000 | -42.4% | 4,427 | -43.6% | 0.00% | -50.0% |
Q1 2019 | $1,544,000 | +41.7% | 7,849 | +21.0% | 0.01% | +60.0% |
Q4 2018 | $1,090,000 | -16.8% | 6,486 | +6.5% | 0.01% | -16.7% |
Q3 2018 | $1,310,000 | -6.1% | 6,090 | -10.8% | 0.01% | -14.3% |
Q2 2018 | $1,395,000 | -4.2% | 6,825 | -10.7% | 0.01% | 0.0% |
Q1 2018 | $1,456,000 | -32.5% | 7,639 | -33.9% | 0.01% | -36.4% |
Q4 2017 | $2,158,000 | +136.4% | 11,561 | +104.7% | 0.01% | +175.0% |
Q1 2017 | $913,000 | +654.5% | 5,648 | +618.6% | 0.00% | +300.0% |
Q4 2016 | $121,000 | -20.4% | 786 | -22.9% | 0.00% | 0.0% |
Q3 2016 | $152,000 | +11.8% | 1,020 | +3.1% | 0.00% | 0.0% |
Q2 2016 | $136,000 | -99.6% | 989 | -99.5% | 0.00% | -99.5% |
Q4 2014 | $30,405,000 | +40.8% | 213,546 | +28.3% | 0.19% | +65.8% |
Q3 2014 | $21,589,000 | -5.0% | 166,469 | +1.4% | 0.11% | +8.6% |
Q2 2014 | $22,716,000 | -45.9% | 164,111 | -46.8% | 0.10% | -49.5% |
Q1 2014 | $41,972,000 | +3161.2% | 308,481 | +2915.5% | 0.21% | +2871.4% |
Q3 2013 | $1,287,000 | – | 10,230 | – | 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% |