ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 558 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 7.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $791,000 | -49.3% | 5,000 | -31.4% | 0.02% | -39.5% |
Q4 2019 | $1,561,000 | -40.4% | 7,285 | -53.2% | 0.04% | -54.2% |
Q4 2018 | $2,617,000 | +176.1% | 15,575 | +206.6% | 0.08% | +130.6% |
Q4 2017 | $948,000 | -82.8% | 5,080 | -83.5% | 0.04% | -85.2% |
Q3 2017 | $5,512,000 | +242.4% | 30,800 | +172.4% | 0.24% | +117.9% |
Q4 2014 | $1,610,000 | – | 11,305 | – | 0.11% | – |
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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% |