DIVIDEND ASSETS CAPITAL, LLC - ISHARES TR ownership

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
DIVIDEND ASSETS CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$44,000
+7.3%
2000.0%0.01%
+11.1%
Q2 2020$41,000
-14.6%
200
-34.4%
0.01%
-25.0%
Q1 2020$48,000
+1500.0%
305
+1286.4%
0.01%
Q2 2016$3,00022
+1000.0%
0.00%
Q2 2013$020.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 68,407$15,333,45711.39%
BARINGS LLC 1,458,050$326,821,90811.15%
Cassaday & Co Wealth Management LLC 818,245$183,409,5687.66%
Erickson Financial Group, LLC 36,013$8,072,3147.55%
Sequent Asset Management, LLC 25,631$5,745,1886.30%
Powell Investment Advisors, LLC 42,873$9,629,4395.79%
Cohen Klingenstein LLC 566,974$127,087,2225.76%
MMA ASSET MANAGEMENT LLC 41,637$9,332,8695.73%
Covenant Partners, LLC 66,240$14,847,6325.39%
Hillcrest Wealth Advisors - NY, LLC 41,225$9,240,5845.26%
View complete list of ISHARES TR shareholders