Dorsey & Whitney Trust CO LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.

Quarter-by-quarter ownership
Dorsey & Whitney Trust CO LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,220,048
-7.6%
5,4430.0%0.11%
-2.8%
Q2 2023$1,320,798
+1.7%
5,443
-4.9%
0.11%
-7.6%
Q1 2023$1,298,091
+36.0%
5,723
+28.7%
0.12%
+26.9%
Q4 2022$954,185
+26.2%
4,448
+21.5%
0.09%
+17.7%
Q3 2022$756,0003,6600.08%
Other shareholders
ISHARES TR shareholders Q1 2023
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