Opal Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
Opal Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$203,458
-86.2%
897
-87.0%
0.12%
-85.4%
Q4 2022$1,477,828
+101.1%
6,889
+93.7%
0.82%
+52.1%
Q3 2022$735,000
-54.0%
3,556
-54.1%
0.54%
-49.3%
Q2 2022$1,599,000
-6.4%
7,751
+33.0%
1.06%
-2.1%
Q4 2021$1,708,0005,8271.08%
Other shareholders
ISHARES TR shareholders Q4 2021
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