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 | $661,691 | -93.2% | 2,952 | -93.5% | 0.01% | -93.9% |
| Q4 2022 | $9,747,574 | +2853.8% | 45,439 | +2748.8% | 0.10% | +2350.0% |
| Q3 2022 | $330,000 | -54.4% | 1,595 | -43.6% | 0.00% | -33.3% |
| Q1 2022 | $724,000 | -92.4% | 2,829 | -91.3% | 0.01% | -91.7% |
| Q4 2021 | $9,487,000 | +3756.5% | 32,374 | +3673.2% | 0.07% | +3500.0% |
| Q4 2020 | $246,000 | -84.7% | 858 | -88.5% | 0.00% | -90.0% |
| Q4 2019 | $1,603,000 | -42.0% | 7,485 | -54.5% | 0.02% | -52.4% |
| Q4 2018 | $2,765,000 | – | 16,456 | – | 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% |