Allegheny Financial Group LTD - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.

Quarter-by-quarter ownership
Allegheny Financial Group LTD ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$594,894
+16.5%
2,654
+26.1%
0.22%
-7.9%
Q2 2023$510,557
-15.2%
2,104
-20.7%
0.24%
-0.4%
Q1 2023$601,980
+5.7%
2,6540.0%0.24%
+2.1%
Q4 2022$569,336
+30.0%
2,654
+25.0%
0.24%
+15.5%
Q3 2022$438,0002,1230.21%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Cohen Klingenstein LLC 678,065$109,616,00017.54%
Rinet Co LLC 138,836$22,444,00010.21%
Corundum Group, Inc. 33,610$5,433,0006.85%
Bishop & Co Investment Management, LLC 45,018$7,278,0006.66%
Crestone Asset Management LLC 81,495$13,174,0005.93%
BARING ASSET MANAGEMENT Ltd 514,376$82,917,0005.80%
Barber Financial Group, Inc. 90,982$14,708,0005.03%
JOYN Advisors, Inc. 95,172$15,385,0005.02%
LBJ Family Wealth Advisors, Ltd. 32,710$5,288,0005.02%
Ken Stern & Associates, Inc. 62,534$10,300,0004.83%
View complete list of ISHARES TR shareholders