Fortis Group Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 679 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.

Quarter-by-quarter ownership
Fortis Group Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$10,224,328
-27.4%
38,945
-25.1%
2.03%
-21.7%
Q1 2024$14,080,059
+69679.3%
51,994
+64892.5%
2.59%
+51760.0%
Q4 2023$20,178
+125.1%
80
+100.0%
0.01%
+66.7%
Q3 2023$8,966
-87.7%
40
-88.0%
0.00%
-78.6%
Q3 2020$73,0003320.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Rinet Co LLC 162,110$32,563,0009.94%
Cohen Klingenstein LLC 668,223$134,226,0009.56%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,718,0006.51%
Corundum Group, Inc. 25,869$5,196,0005.97%
Crestone Asset Management LLC 84,689$17,012,0005.96%
Hillcrest Wealth Advisors - NY, LLC 33,810$6,791,0005.72%
JOYN Advisors, Inc. 121,199$23,399,0005.26%
LBJ Family Wealth Advisors, Ltd. 33,523$6,732,0004.97%
Covenant Partners, LLC 40,806$8,197,0004.35%
WoodTrust Financial Corp 44,053$8,849,0003.98%
View complete list of ISHARES TR shareholders