Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$35,570,689
+2.8%
158,395
+11.1%
0.14%
+218.6%
Q2 2023$34,608,360
+21.3%
142,621
+13.4%
0.04%
-92.5%
Q1 2023$28,524,057
+40.8%
125,755
+24.2%
0.57%
+123.0%
Q4 2022$20,259,579
+5.3%
101,285
+8.7%
0.26%
+5.3%
Q3 2022$19,244,000
+26.3%
93,146
+24.3%
0.24%
+29.9%
Q2 2022$15,232,000
+69.3%
74,940
+113.1%
0.19%
+101.1%
Q1 2022$8,995,000
+753.4%
35,165
+878.2%
0.09%
+830.0%
Q4 2021$1,054,000
+328.5%
3,595
+340.6%
0.01%
+150.0%
Q1 2021$246,000
+12.8%
816
+7.2%
0.00%0.0%
Q4 2020$218,000
-32.5%
761
-52.6%
0.00%
-60.0%
Q2 2019$323,000
-23.1%
1,606
-24.9%
0.01%
-37.5%
Q1 2019$420,000
-7.1%
2,138
-20.6%
0.02%
-40.7%
Q4 2018$452,0002,6920.03%
Other shareholders
ISHARES TR shareholders Q4 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