LUTS & GREENLEIGH GROUP, INC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 793 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.4%.

Quarter-by-quarter ownership
LUTS & GREENLEIGH GROUP, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,456,379
+28.6%
6,497
+39.2%
1.81%
+29.3%
Q2 2023$1,132,577
+13.7%
4,667
+6.3%
1.40%
+10.6%
Q1 2023$995,796
-16.9%
4,390
-21.4%
1.26%
-16.8%
Q4 2022$1,198,3325,5861.52%
Other shareholders
ISHARES TR shareholders Q1 2023
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