ISHARES TR shareholders Q3 2023

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%.

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%
Foundation Wealth Management, LLC 20,898$4,684,3674.68%
LBJ Family Wealth Advisors, Ltd. 26,318$5,8994.43%
FSA Wealth Management LLC 33,082$7,415,3154.15%
Shepherd Financial Partners LLC 111,964$25,098,9323.94%
COLUMBIA ADVISORY PARTNERS LLC 16,030$3,593,1253.92%
LOWERY THOMAS, LLC 18,154$4,069,1123.89%
Corundum Group, Inc. 29,723$6,662,4103.78%
Crestone Asset Management LLC 65,258$14,627,6763.50%
WoodTrust Financial Corp 74,282$16,6503.18%
LMG Wealth Partners, LLC 45,027$10,092,8023.08%
External links

This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.