Coppell Advisory Solutions LLC - 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
Coppell Advisory Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$117,771
-32.9%
549
-24.7%
0.04%
-18.0%
Q2 2023$175,588
+49.1%
729
+32.8%
0.05%
+25.0%
Q4 2022$117,771
-83.4%
549
-77.8%
0.04%
-88.8%
Q4 2020$708,0002,4710.36%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 77,090$16,514,219,00014.90%
Noven Financial Group, Inc. 124,424$26,654,00012.32%
Rinet Co LLC 161,807$34,662,0009.50%
Cohen Klingenstein LLC 662,705$141,965,0008.25%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,891,0007.15%
Hillcrest Wealth Advisors - NY, LLC 33,110$7,093,0005.90%
Corundum Group, Inc. 26,183$5,609,0005.89%
Crestone Asset Management LLC 80,784$17,306,0005.86%
JOYN Advisors, Inc. 116,192$24,891,0005.33%
Powell Investment Advisors, LLC 22,356$4,789,0004.99%
View complete list of ISHARES TR shareholders