Peloton Wealth Strategists - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 780 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
Peloton Wealth Strategists ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,385
-99.9%
6,454
-0.8%
0.67%
-4.6%
Q3 2022$1,344,000
+4.6%
6,508
+4.5%
0.70%
+11.5%
Q2 2022$1,285,000
-21.1%
6,228
-2.1%
0.63%
-7.8%
Q1 2022$1,628,000
-5.7%
6,364
+8.0%
0.68%
-1.7%
Q4 2021$1,726,0005,8910.69%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Cohen Klingenstein LLC 678,065$109,616,00017.54%
Rinet Co LLC 138,836$22,444,00010.21%
Corundum Group, Inc. 33,610$5,433,0006.85%
Bishop & Co Investment Management, LLC 45,018$7,278,0006.66%
Crestone Asset Management LLC 81,495$13,174,0005.93%
BARING ASSET MANAGEMENT Ltd 514,376$82,917,0005.80%
Barber Financial Group, Inc. 90,982$14,708,0005.03%
JOYN Advisors, Inc. 95,172$15,385,0005.02%
LBJ Family Wealth Advisors, Ltd. 32,710$5,288,0005.02%
Ken Stern & Associates, Inc. 62,534$10,300,0004.83%
View complete list of ISHARES TR shareholders