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 2014 | $7,036,000 | +95.5% | 49,397 | +77.9% | 0.12% | +87.9% |
Q3 2014 | $3,599,000 | +11.9% | 27,766 | +19.3% | 0.07% | +13.8% |
Q2 2014 | $3,217,000 | -33.3% | 23,269 | -34.4% | 0.06% | -37.0% |
Q1 2014 | $4,824,000 | -0.4% | 35,459 | -0.8% | 0.09% | +15.0% |
Q4 2013 | $4,843,000 | +58.7% | 35,759 | +47.4% | 0.08% | +37.9% |
Q3 2013 | $3,052,000 | -1.8% | 24,260 | -12.9% | 0.06% | -12.1% |
Q2 2013 | $3,107,000 | – | 27,866 | – | 0.07% | – |
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% |