Stillwater Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 807 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 5.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
Stillwater Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$224,470
-7.6%
1,0010.0%0.04%
-4.7%
Q2 2023$243,006
+7.0%
1,0010.0%0.04%
-2.3%
Q1 2023$227,138
-51.8%
1,001
-70.6%
0.04%
-72.5%
Q2 2014$471,0003,4000.16%
Other shareholders
ISHARES TR shareholders Q2 2023
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