CHAPIN DAVIS, 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
CHAPIN DAVIS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$377,693
-7.6%
1,6850.0%0.18%
-7.2%
Q2 2023$408,882
+7.0%
1,6850.0%0.19%
-2.0%
Q1 2023$382,192
+5.7%
1,6850.0%0.20%
-5.7%
Q4 2022$361,4661,6850.21%
Other shareholders
ISHARES TR shareholders Q1 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