ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,653,554 | -7.2% | 7,377 | +0.5% | 0.03% | 0.0% |
| Q2 2023 | $1,781,610 | +9.0% | 7,342 | +1.8% | 0.03% | +3.8% |
| Q1 2023 | $1,635,145 | +102352.7% | 7,209 | -3.1% | 0.03% | +4.0% |
| Q4 2022 | $1,596 | -99.9% | 7,442 | -2.9% | 0.02% | -7.4% |
| Q3 2022 | $1,583,000 | -7.2% | 7,661 | -7.4% | 0.03% | 0.0% |
| Q2 2022 | $1,706,000 | -22.2% | 8,269 | -3.5% | 0.03% | -6.9% |
| Q1 2022 | $2,192,000 | -19.5% | 8,570 | -7.7% | 0.03% | -14.7% |
| Q4 2021 | $2,722,000 | +13.9% | 9,289 | +14.1% | 0.03% | -37.0% |
| Q3 2021 | $2,390,000 | -10.9% | 8,139 | -5.4% | 0.05% | -11.5% |
| Q2 2021 | $2,682,000 | +8.4% | 8,607 | +4.6% | 0.06% | +1.7% |
| Q1 2021 | $2,475,000 | -1.1% | 8,228 | -5.7% | 0.06% | -10.4% |
| Q4 2020 | $2,502,000 | +22.7% | 8,726 | -11.4% | 0.07% | +6.3% |
| Q3 2020 | $2,039,000 | 0.0% | 9,854 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $2,039,000 | +54.7% | 9,854 | +18.3% | 0.06% | +34.0% |
| Q1 2020 | $1,318,000 | -43.1% | 8,328 | -23.0% | 0.05% | -26.6% |
| Q4 2019 | $2,316,000 | +9.4% | 10,814 | -1.5% | 0.06% | +25.5% |
| Q3 2019 | $2,117,000 | -11.7% | 10,981 | -8.0% | 0.05% | -13.6% |
| Q2 2019 | $2,398,000 | -1.8% | 11,937 | -3.9% | 0.06% | -20.3% |
| Q1 2019 | $2,443,000 | +15.2% | 12,423 | -1.6% | 0.07% | +13.8% |
| Q4 2018 | $2,120,000 | -17.8% | 12,620 | +5.3% | 0.06% | -15.6% |
| Q3 2018 | $2,578,000 | +1.8% | 11,986 | -3.3% | 0.08% | -3.8% |
| Q2 2018 | $2,532,000 | +6.3% | 12,392 | -0.9% | 0.08% | +3.9% |
| Q1 2018 | $2,382,000 | +3.2% | 12,501 | +1.1% | 0.08% | +2.7% |
| Q4 2017 | $2,309,000 | +3.8% | 12,364 | -0.5% | 0.08% | -1.3% |
| Q3 2017 | $2,224,000 | -2.8% | 12,426 | -8.4% | 0.08% | -5.0% |
| Q2 2017 | $2,288,000 | +5.8% | 13,559 | +1.3% | 0.08% | +5.3% |
| Q1 2017 | $2,163,000 | +5.4% | 13,380 | +0.3% | 0.08% | 0.0% |
| Q4 2016 | $2,053,000 | +6.8% | 13,338 | +3.3% | 0.08% | -1.3% |
| Q3 2016 | $1,923,000 | +5.0% | 12,914 | -3.3% | 0.08% | 0.0% |
| Q2 2016 | $1,831,000 | +8.1% | 13,350 | +4.5% | 0.08% | +6.9% |
| Q1 2016 | $1,694,000 | +43.0% | 12,774 | +50.2% | 0.07% | +38.5% |
| Q4 2015 | $1,185,000 | – | 8,507 | – | 0.05% | – |
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% |