CHARLES SCHWAB INVESTMENT MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 444 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.74 and the average weighting 0.5%.

Quarter-by-quarter ownership
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$81,968,748
+4209.6%
365,718
+2861.3%
0.02%
+1050.0%
Q4 2016$1,902,000
-33.0%
12,350
-35.2%
0.00%
-33.3%
Q3 2016$2,837,000
-58.7%
19,050
-62.0%
0.00%
-66.7%
Q2 2016$6,873,00050,1000.01%
Other shareholders
ISHARES TR shareholders Q3 2016
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