ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 567 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $383,000 | 0.0% | 1,855 | 0.0% | 0.05% | +10.2% |
Q2 2022 | $383,000 | -19.2% | 1,855 | 0.0% | 0.05% | -7.5% |
Q1 2022 | $474,000 | -12.9% | 1,855 | 0.0% | 0.05% | -7.0% |
Q4 2021 | $544,000 | -0.2% | 1,855 | 0.0% | 0.06% | -6.6% |
Q3 2021 | $545,000 | -5.7% | 1,855 | 0.0% | 0.06% | -4.7% |
Q2 2021 | $578,000 | +3.6% | 1,855 | 0.0% | 0.06% | 0.0% |
Q1 2021 | $558,000 | +4.9% | 1,855 | 0.0% | 0.06% | -1.5% |
Q4 2020 | $532,000 | +29.4% | 1,855 | 0.0% | 0.06% | +8.3% |
Q3 2020 | $411,000 | +7.0% | 1,855 | 0.0% | 0.06% | 0.0% |
Q2 2020 | $384,000 | +31.1% | 1,855 | 0.0% | 0.06% | +9.1% |
Q1 2020 | $293,000 | -26.2% | 1,855 | 0.0% | 0.06% | -9.8% |
Q4 2019 | $397,000 | +10.9% | 1,855 | 0.0% | 0.06% | +5.2% |
Q3 2019 | $358,000 | -4.0% | 1,855 | 0.0% | 0.06% | -3.3% |
Q2 2019 | $373,000 | +2.2% | 1,855 | 0.0% | 0.06% | +1.7% |
Q1 2019 | $365,000 | +17.0% | 1,855 | 0.0% | 0.06% | +5.4% |
Q4 2018 | $312,000 | -21.6% | 1,855 | +0.3% | 0.06% | -9.7% |
Q3 2018 | $398,000 | +3880.0% | 1,850 | +3600.0% | 0.06% | +3000.0% |
Q2 2018 | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $10,000 | +400.0% | 50 | +212.5% | 0.00% | – |
Q4 2015 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q3 2015 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q2 2015 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q1 2015 | $2,000 | -99.1% | 16 | -98.9% | 0.00% | -100.0% |
Q4 2014 | $212,000 | – | 1,490 | – | 0.03% | – |
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% |