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. 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