Cardinal Strategic Wealth Guidance - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cardinal Strategic Wealth Guidance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,847
-7.6%
2090.0%0.02%
-4.3%
Q2 2023$50,716
+7.0%
2090.0%0.02%
+4.5%
Q1 2023$47,405
+5.7%
2090.0%0.02%0.0%
Q4 2022$44,835
+4.3%
2090.0%0.02%
-4.3%
Q3 2022$43,0000.0%2090.0%0.02%
+4.5%
Q2 2022$43,000
-18.9%
2090.0%0.02%
-8.3%
Q1 2022$53,0002090.02%
Other shareholders
ISHARES TR shareholders Q1 2022
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