Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 603 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$703,000
+6.2%
2,336
+1.2%
0.15%
-0.7%
Q4 2020$662,000
+29.3%
2,3090.0%0.15%
+13.0%
Q3 2020$512,000
+7.1%
2,3090.0%0.13%
+14.9%
Q2 2020$478,000
+16.3%
2,309
-11.1%
0.11%
-5.8%
Q1 2020$411,000
-26.1%
2,5970.0%0.12%
-13.6%
Q4 2019$556,000
+11.2%
2,5970.0%0.14%
+2.2%
Q3 2019$500,000
-4.2%
2,5970.0%0.14%
-9.3%
Q2 2019$522,000
-0.4%
2,597
-2.6%
0.15%
-9.0%
Q1 2019$524,000
+6.3%
2,665
-9.1%
0.17%
-14.9%
Q4 2018$493,000
-21.0%
2,933
+1.1%
0.20%
-12.6%
Q3 2018$624,000
+5.2%
2,902
+0.0%
0.22%
-0.9%
Q2 2018$593,000
+2.2%
2,901
-4.8%
0.22%
-8.9%
Q1 2018$580,000
+1.9%
3,0460.0%0.25%
+4.7%
Q4 2017$569,0003,0460.24%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Bronte Capital Management Pty Ltd. 703,900$206,278,00013.61%
VAUGHAN & Co SECURITIES, INC. 61,022$17,883,00012.13%
Stone Asset Management Inc. 59,249$17,363,00010.23%
BARINGS LLC 2,604,300$763,190,0009.84%
Cohen Klingenstein LLC 589,513$172,757,0006.83%
Powell Investment Advisors, LLC 41,007$12,017,0006.83%
ARMOR ADVISORS, L.L.C. 115,000$33,701,0006.62%
Hillcrest Wealth Advisors - NY, LLC 37,127$10,880,0005.85%
NSI Retail Advisors, LLC 115,993$33,992,0005.47%
MMA ASSET MANAGEMENT LLC 24,224$7,099,0005.02%
View complete list of ISHARES TR shareholders