20/20 Capital Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.

Quarter-by-quarter ownership
20/20 Capital Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$3,344,000
+17.5%
10,730
+13.3%
0.87%
+5.0%
Q1 2021$2,847,000
+36.9%
9,468
+43.1%
0.82%
+35.7%
Q4 2020$2,080,000
+456.1%
6,616
+291.5%
0.61%
+331.2%
Q3 2020$374,0001,6900.14%
Other shareholders
ISHARES TR shareholders Q4 2020
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