STEVENS CAPITAL PARTNERS - 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
STEVENS CAPITAL PARTNERS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,649,426
-5.6%
7,359
+2.2%
1.32%
-2.1%
Q2 2023$1,747,362
+5.5%
7,201
-1.4%
1.35%
-2.7%
Q1 2023$1,656,599
-15.3%
7,304
-19.8%
1.39%
-19.7%
Q4 2022$1,954,7079,1121.73%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 68,407$15,333,45711.39%
BARINGS LLC 1,458,050$326,821,90811.15%
Cassaday & Co Wealth Management LLC 818,245$183,409,5687.66%
Erickson Financial Group, LLC 36,013$8,072,3147.55%
Sequent Asset Management, LLC 25,631$5,745,1886.30%
Powell Investment Advisors, LLC 42,873$9,629,4395.79%
Cohen Klingenstein LLC 566,974$127,087,2225.76%
MMA ASSET MANAGEMENT LLC 41,637$9,332,8695.73%
Covenant Partners, LLC 66,240$14,847,6325.39%
Hillcrest Wealth Advisors - NY, LLC 41,225$9,240,5845.26%
View complete list of ISHARES TR shareholders