ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $297,970 | -7.6% | 1,329 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $322,576 | -23.4% | 1,329 | -28.4% | 0.02% | -29.4% |
Q1 2023 | $421,246 | +6.0% | 1,857 | +0.2% | 0.03% | +3.0% |
Q4 2022 | $397,588 | +4.4% | 1,853 | +0.4% | 0.03% | -5.7% |
Q3 2022 | $381,000 | +0.3% | 1,846 | +0.2% | 0.04% | +6.1% |
Q2 2022 | $380,000 | -19.3% | 1,843 | +0.1% | 0.03% | -5.7% |
Q1 2022 | $471,000 | -12.5% | 1,841 | +0.2% | 0.04% | -2.8% |
Q4 2021 | $538,000 | 0.0% | 1,837 | +0.2% | 0.04% | -10.0% |
Q3 2021 | $538,000 | +42.3% | 1,834 | +0.3% | 0.04% | +5.3% |
Q2 2020 | $378,000 | +1.9% | 1,828 | -5.0% | 0.04% | -2.6% |
Q3 2019 | $371,000 | -4.1% | 1,925 | 0.0% | 0.04% | -7.1% |
Q2 2019 | $387,000 | -10.6% | 1,925 | -13.1% | 0.04% | -14.3% |
Q1 2019 | $433,000 | +16.4% | 2,216 | +0.1% | 0.05% | 0.0% |
Q4 2018 | $372,000 | -1.1% | 2,213 | +26.6% | 0.05% | +16.7% |
Q3 2018 | $376,000 | – | 1,748 | – | 0.04% | – |
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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% |