ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $191,648 | -7.6% | 855 | 0.0% | 0.00% | – |
Q2 2023 | $207,474 | +7.0% | 855 | 0.0% | 0.00% | – |
Q1 2023 | $193,931 | +5.7% | 855 | 0.0% | 0.00% | – |
Q4 2022 | $183,414 | +3.6% | 855 | 0.0% | 0.00% | – |
Q3 2022 | $177,000 | +0.6% | 855 | 0.0% | 0.00% | – |
Q2 2022 | $176,000 | -18.5% | 855 | 0.0% | 0.00% | – |
Q1 2022 | $216,000 | -15.6% | 855 | 0.0% | 0.00% | – |
Q4 2021 | $256,000 | +85.5% | 855 | +87.9% | 0.00% | – |
Q3 2021 | $138,000 | -2.8% | 455 | 0.0% | 0.00% | – |
Q2 2021 | $142,000 | +4.4% | 455 | 0.0% | 0.00% | – |
Q1 2021 | $136,000 | +3.8% | 455 | 0.0% | 0.00% | – |
Q4 2020 | $131,000 | +29.7% | 455 | 0.0% | 0.00% | – |
Q3 2020 | $101,000 | -2.9% | 455 | -9.4% | 0.00% | – |
Q2 2020 | $104,000 | +30.0% | 502 | 0.0% | 0.00% | – |
Q1 2020 | $80,000 | -25.2% | 502 | 0.0% | 0.00% | – |
Q4 2019 | $107,000 | +10.3% | 502 | 0.0% | 0.00% | – |
Q3 2019 | $97,000 | – | 502 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Price Capital Management, Inc. | 5,000 | $1,294,000 | 24.14% |
Bronte Capital Management Pty Ltd. | 550,200 | $140,714,000 | 11.82% |
VAUGHAN & Co SECURITIES, INC. | 65,085 | $16,645,000 | 11.51% |
BARINGS LLC | 1,365,650 | $349,265,000 | 10.51% |
COLUMBIA ADVISORY PARTNERS LLC | 32,468 | $8,304,000 | 8.33% |
Stone Asset Management Inc. | 56,778 | $14,521,000 | 8.10% |
Powell Investment Advisors, LLC | 46,785 | $11,965,000 | 6.96% |
Cohen Klingenstein LLC | 589,833 | $150,850,000 | 6.26% |
FIFTH THIRD SECURITIES, INC. | 7,544 | $1,929,000 | 5.75% |
Hillcrest Wealth Advisors - NY, LLC | 39,652 | $10,141,000 | 5.62% |