Advisory Alpha, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 644 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.

Quarter-by-quarter ownership
Advisory Alpha, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$71,000
-99.7%
301
+106.2%
0.02%
+114.3%
Q1 2020$24,956,000
-63.3%
146
-53.5%
0.01%
-58.8%
Q4 2019$68,066,000
+1240.7%
314
+1063.0%
0.02%
+750.0%
Q3 2019$5,077,000
-2.3%
27
+3.8%
0.00%0.0%
Q1 2019$5,196,000260.00%
Other shareholders
ISHARES TR shareholders Q1 2019
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