Element Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 796 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.4%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$143,000
+0.7%
6900.0%0.13%
-6.4%
Q2 2022$142,000
-19.3%
6900.0%0.14%
-0.7%
Q1 2022$176,000
-12.9%
6900.0%0.14%
-6.6%
Q4 2021$202,000
-0.5%
6900.0%0.15%
-6.2%
Q3 2021$203,000
-5.6%
6900.0%0.16%
-3.6%
Q2 2021$215,000
+3.4%
6900.0%0.17%
-2.9%
Q1 2021$208,000
+5.1%
6900.0%0.17%
-5.5%
Q4 2020$198,0006900.18%
Other shareholders
ISHARES TR shareholders Q4 2020
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