Dana Investment Advisors, Inc. - 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
Dana Investment Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$574,000
-30.4%
2,245
-20.2%
0.03%
-27.8%
Q4 2021$825,000
-0.7%
2,815
-0.6%
0.04%
-5.3%
Q3 2021$831,000
+32.1%
2,831
+40.4%
0.04%
+35.7%
Q2 2021$629,000
-24.1%
2,017
-26.9%
0.03%
-26.3%
Q1 2021$829,000
+52.7%
2,758
+45.5%
0.04%
+40.7%
Q4 2020$543,000
+121.6%
1,895
+30.1%
0.03%
+125.0%
Q4 2018$245,000
-18.1%
1,457
-25.0%
0.01%
-14.3%
Q4 2016$299,0001,9420.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bronte Capital Management Pty Ltd. 703,900$206,278,00013.61%
VAUGHAN & Co SECURITIES, INC. 61,022$17,883,00012.13%
Stone Asset Management Inc. 59,249$17,363,00010.23%
BARINGS LLC 2,604,300$763,190,0009.84%
Cohen Klingenstein LLC 589,513$172,757,0006.83%
Powell Investment Advisors, LLC 41,007$12,017,0006.83%
ARMOR ADVISORS, L.L.C. 115,000$33,701,0006.62%
Hillcrest Wealth Advisors - NY, LLC 37,127$10,880,0005.85%
NSI Retail Advisors, LLC 115,993$33,992,0005.47%
MMA ASSET MANAGEMENT LLC 24,224$7,099,0005.02%
View complete list of ISHARES TR shareholders