MRA Advisory Group - 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
MRA Advisory Group ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$219,000
-12.4%
8550.0%0.17%
-14.0%
Q4 2021$250,000
-0.4%
855
+0.1%
0.19%
-9.4%
Q3 2021$251,000
-5.6%
8540.0%0.21%
-6.6%
Q2 2021$266,000
+3.5%
854
+0.1%
0.23%
-5.8%
Q1 2021$257,000
+4.9%
8530.0%0.24%
+0.4%
Q4 2020$245,0008530.24%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 68,407$15,333,45711.39%
BARINGS LLC 1,458,050$326,821,90811.15%
Cassaday & Co Wealth Management LLC 818,245$183,409,5687.66%
Erickson Financial Group, LLC 36,013$8,072,3147.55%
Sequent Asset Management, LLC 25,631$5,745,1886.30%
Powell Investment Advisors, LLC 42,873$9,629,4395.79%
Cohen Klingenstein LLC 566,974$127,087,2225.76%
MMA ASSET MANAGEMENT LLC 41,637$9,332,8695.73%
Covenant Partners, LLC 66,240$14,847,6325.39%
Hillcrest Wealth Advisors - NY, LLC 41,225$9,240,5845.26%
View complete list of ISHARES TR shareholders