INVERNESS COUNSEL LLC /NY/ - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.

Quarter-by-quarter ownership
INVERNESS COUNSEL LLC /NY/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$541,0000.0%2,6200.0%0.03%0.0%
Q2 2022$541,000
+72.8%
2,620
+113.9%
0.03%
+114.3%
Q1 2022$313,000
-12.8%
1,2250.0%0.01%
+7.7%
Q4 2021$359,0001,2250.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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