KENNICOTT CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.

Quarter-by-quarter ownership
KENNICOTT CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,009,962
-7.6%
4,506
-66.7%
0.58%
+2.7%
Q2 2023$1,093,363
+4.5%
13,517
+193.1%
0.56%
-13.3%
Q1 2023$1,046,013
-0.7%
4,612
-6.1%
0.65%
-19.1%
Q4 2022$1,053,831
+3.8%
4,913
+0.0%
0.80%
-2.1%
Q3 2022$1,015,000
+0.2%
4,9120.0%0.82%
+5.3%
Q2 2022$1,013,000
-19.3%
4,9120.0%0.78%
+7.0%
Q1 2022$1,256,000
-12.7%
4,9120.0%0.72%
-16.6%
Q4 2021$1,439,000
-2.0%
4,912
-1.8%
0.87%
-18.5%
Q3 2021$1,468,000
-5.8%
5,0000.0%1.07%
-7.9%
Q2 2021$1,558,000
+3.6%
5,0000.0%1.16%
-6.5%
Q1 2021$1,504,0005,0001.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bronte Capital Management Pty Ltd. 703,900$206,278,00013.61%
VAUGHAN & Co SECURITIES, INC. 61,022$17,883,00012.13%
Stone Asset Management Inc. 59,249$17,363,00010.23%
BARINGS LLC 2,604,300$763,190,0009.84%
Cohen Klingenstein LLC 589,513$172,757,0006.83%
Powell Investment Advisors, LLC 41,007$12,017,0006.83%
ARMOR ADVISORS, L.L.C. 115,000$33,701,0006.62%
Hillcrest Wealth Advisors - NY, LLC 37,127$10,880,0005.85%
NSI Retail Advisors, LLC 115,993$33,992,0005.47%
MMA ASSET MANAGEMENT LLC 24,224$7,099,0005.02%
View complete list of ISHARES TR shareholders