Aureus Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Aureus Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$620,220
-3.1%
6,0000.0%0.05%
+4.2%
Q2 2023$639,840
+9.6%
6,0000.0%0.05%
+4.3%
Q1 2023$583,860
+8.2%
6,0000.0%0.05%
-2.1%
Q4 2022$539,8206,0000.05%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
TOMPKINS FINANCIAL CORP 646,950$74,457,4759.02%
Anchor Investment Management, LLC 3,519$405,0020.05%
MASSMUTUAL TRUST CO FSB/ADV 767$88,2740.00%
View complete list of ISHARES TR shareholders