WILLNER & HELLER, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 780 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 13.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
WILLNER & HELLER, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$301,824
+4.1%
1,407
+0.2%
0.43%
-8.3%
Q3 2022$290,000
+1.0%
1,404
+1.1%
0.47%
+4.9%
Q2 2022$287,000
-29.3%
1,389
+0.1%
0.45%
-10.6%
Q1 2022$406,000
-0.2%
1,387
+0.1%
0.50%
-7.8%
Q4 2021$407,0001,3850.54%
Other shareholders
ISHARES TR shareholders Q3 2022
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