Legacy Trust - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 807 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 5.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
Legacy Trust ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$668,415
-7.6%
2,9820.0%0.19%
-2.5%
Q2 2023$723,612
+7.0%
2,9820.0%0.20%
-1.0%
Q1 2023$676,377
+11.2%
2,982
+5.1%
0.20%
+6.9%
Q4 2022$608,3792,8360.19%
Other shareholders
ISHARES TR shareholders Q2 2023
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