Stonebridge Capital Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stonebridge Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$73,970
-7.6%
3300.0%0.01%
-11.1%
Q2 2023$80,078
+2569.3%
330
+3566.7%
0.01%
Q4 2021$3,0000.0%90.0%0.00%
Q3 2021$3,000
-93.8%
9
-96.4%
0.00%
-100.0%
Q3 2019$48,0002470.01%
Other shareholders
ISHARES TR shareholders Q3 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