ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 475 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $2,166,000 | -0.8% | 13,400 | -5.5% | 0.40% | -6.0% |
| Q4 2016 | $2,183,000 | -3.4% | 14,180 | -6.5% | 0.43% | -8.5% |
| Q3 2016 | $2,259,000 | +6.8% | 15,170 | -1.6% | 0.47% | +3.1% |
| Q2 2016 | $2,115,000 | +4.5% | 15,419 | +1.0% | 0.46% | +8.8% |
| Q1 2016 | $2,024,000 | +106.1% | 15,266 | +116.5% | 0.42% | +103.4% |
| Q4 2015 | $982,000 | – | 7,050 | – | 0.21% | – |
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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% |