REDW Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.

Quarter-by-quarter ownership
REDW Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$200,000
-12.7%
7820.0%0.06%
-11.9%
Q4 2021$229,000
-0.4%
7820.0%0.07%
-8.2%
Q3 2021$230,000
-8.0%
782
-2.5%
0.07%
-7.6%
Q2 2021$250,000
+5.5%
802
+1.8%
0.08%
-1.2%
Q1 2021$237,000
+4.9%
7880.0%0.08%
-4.8%
Q4 2020$226,0007880.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 77,090$16,514,219,00014.90%
Noven Financial Group, Inc. 124,424$26,654,00012.32%
Rinet Co LLC 161,807$34,662,0009.50%
Cohen Klingenstein LLC 662,705$141,965,0008.25%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,891,0007.15%
Hillcrest Wealth Advisors - NY, LLC 33,110$7,093,0005.90%
Corundum Group, Inc. 26,183$5,609,0005.89%
Crestone Asset Management LLC 80,784$17,306,0005.86%
JOYN Advisors, Inc. 116,192$24,891,0005.33%
Powell Investment Advisors, LLC 22,356$4,789,0004.99%
View complete list of ISHARES TR shareholders