ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 405 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $18,000 | -62.5% | 84 | -64.1% | 0.04% | -65.8% |
| Q2 2018 | $48,000 | +6.7% | 234 | 0.0% | 0.11% | -4.2% |
| Q1 2018 | $45,000 | +2.3% | 234 | 0.0% | 0.12% | +14.4% |
| Q4 2017 | $44,000 | +4.8% | 234 | 0.0% | 0.10% | +40.5% |
| Q3 2017 | $42,000 | +7.7% | 234 | 0.0% | 0.07% | +17.5% |
| Q2 2017 | $39,000 | +2.6% | 234 | 0.0% | 0.06% | +16.7% |
| Q1 2017 | $38,000 | +31.0% | 234 | +23.2% | 0.05% | +12.5% |
| Q4 2016 | $29,000 | +3.6% | 190 | 0.0% | 0.05% | -2.0% |
| Q3 2016 | $28,000 | +7.7% | 190 | 0.0% | 0.05% | +19.5% |
| Q2 2016 | $26,000 | +4.0% | 190 | 0.0% | 0.04% | +10.8% |
| Q1 2016 | $25,000 | -3.8% | 190 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $26,000 | +4.0% | 190 | 0.0% | 0.04% | +5.7% |
| Q3 2015 | $25,000 | -13.8% | 190 | 0.0% | 0.04% | +6.1% |
| Q2 2015 | $29,000 | 0.0% | 190 | 0.0% | 0.03% | -5.7% |
| Q1 2015 | $29,000 | +7.4% | 190 | 0.0% | 0.04% | +12.9% |
| Q4 2014 | $27,000 | +8.0% | 190 | 0.0% | 0.03% | -3.1% |
| Q3 2014 | $25,000 | +316.7% | 190 | +375.0% | 0.03% | +255.6% |
| Q2 2014 | $6,000 | +20.0% | 40 | 0.0% | 0.01% | +12.5% |
| Q1 2014 | $5,000 | 0.0% | 40 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $5,000 | – | 40 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 77,090 | $16,514,219,000 | 14.90% |
| Noven Financial Group, Inc. | 124,424 | $26,654,000 | 12.32% |
| Rinet Co LLC | 161,807 | $34,662,000 | 9.50% |
| Cohen Klingenstein LLC | 662,705 | $141,965,000 | 8.25% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,891,000 | 7.15% |
| Hillcrest Wealth Advisors - NY, LLC | 33,110 | $7,093,000 | 5.90% |
| Corundum Group, Inc. | 26,183 | $5,609,000 | 5.89% |
| Crestone Asset Management LLC | 80,784 | $17,306,000 | 5.86% |
| JOYN Advisors, Inc. | 116,192 | $24,891,000 | 5.33% |
| Powell Investment Advisors, LLC | 22,356 | $4,789,000 | 4.99% |