ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 387 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $12,349,000 | +18.6% | 80,219 | +14.7% | 0.01% | +7.7% |
Q3 2016 | $10,415,000 | -2.0% | 69,947 | -9.7% | 0.01% | 0.0% |
Q2 2016 | $10,627,000 | +29.8% | 77,470 | +25.5% | 0.01% | +18.2% |
Q1 2016 | $8,186,000 | -17.2% | 61,733 | -13.1% | 0.01% | -15.4% |
Q4 2015 | $9,890,000 | +20.2% | 71,005 | +15.6% | 0.01% | +18.2% |
Q3 2015 | $8,226,000 | -1.6% | 61,405 | +13.6% | 0.01% | +10.0% |
Q2 2015 | $8,356,000 | -3.3% | 54,054 | -5.2% | 0.01% | -9.1% |
Q1 2015 | $8,644,000 | -28.4% | 57,034 | -32.7% | 0.01% | -31.2% |
Q4 2014 | $12,074,000 | +5.7% | 84,801 | -3.8% | 0.02% | 0.0% |
Q3 2014 | $11,428,000 | -11.3% | 88,121 | -5.3% | 0.02% | -5.9% |
Q2 2014 | $12,884,000 | +3.9% | 93,076 | +2.1% | 0.02% | -5.6% |
Q1 2014 | $12,405,000 | +1078.1% | 91,175 | +1073.3% | 0.02% | +800.0% |
Q4 2013 | $1,053,000 | +49.2% | 7,771 | +38.6% | 0.00% | +100.0% |
Q3 2013 | $706,000 | -8.1% | 5,608 | -18.6% | 0.00% | 0.0% |
Q2 2013 | $768,000 | – | 6,888 | – | 0.00% | – |
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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% |