Waycross Investment Management Co - 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
Waycross Investment Management Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$856,925
-7.6%
3,8230.0%0.99%
+1.9%
Q2 2023$927,689
+6.4%
3,823
-0.5%
0.97%
+11.0%
Q1 2023$871,669
+4.8%
3,843
-0.9%
0.87%
+3.8%
Q4 2022$832,1233,8790.84%
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