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 ↓
VAUGHAN & Co SECURITIES, INC. 65,125$13,970,69011.13%
BARINGS LLC 1,390,150$298,214,97810.57%
Stone Asset Management Inc. 76,618$16,436,07410.20%
COLUMBIA ADVISORY PARTNERS LLC 40,093$8,600,7508.19%
Erickson Financial Group, LLC 33,597$7,207,2287.80%
KABOUTER MANAGEMENT, LLC 102,338$21,9987.68%
Cassaday & Co Wealth Management LLC 746,180$160,070,5327.39%
Alaska Permanent Fund Corp 2,067,190$443,4537.23%
Cohen Klingenstein LLC 585,165$125,529,5966.32%
Foundation Wealth Management, LLC 26,405$5,664,2415.75%
View complete list of ISHARES TR shareholders