Idaho Trust Bank - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 916 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.

Quarter-by-quarter ownership
Idaho Trust Bank ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,287,398
+3.6%
16,332
-0.5%
2.19%
-8.6%
Q4 2023$4,137,852
+38.9%
16,406
+23.4%
2.40%
+23.7%
Q3 2023$2,978,877
-1.6%
13,290
+6.5%
1.94%
+1.9%
Q2 2023$3,028,80612,4821.90%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 70,374$18,475,27411.65%
BARINGS LLC 1,549,450$407,520,8459.92%
Erickson Financial Group, LLC 36,238$9,513,5627.25%
Cassaday & Co Wealth Management LLC 857,761$225,188,0817.08%
Connective Capital Management, LLC 26,906$7,063,6326.35%
Hillcrest Wealth Advisors - NY, LLC 37,810$9,926,2595.34%
Cohen Klingenstein LLC 555,790$145,911,5495.30%
Powell Investment Advisors, LLC 38,832$10,194,6665.28%
Covenant Partners, LLC 60,688$15,932,3454.84%
LBJ Family Wealth Advisors, Ltd. 26,343$7,1344.53%
View complete list of ISHARES TR shareholders