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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $827,000 | -14.8% | 6,028 | -17.7% | 0.18% | -14.0% |
| Q1 2016 | $971,000 | -52.2% | 7,320 | -49.8% | 0.21% | -37.6% |
| Q4 2015 | $2,030,000 | +3.2% | 14,573 | -0.8% | 0.34% | +3.3% |
| Q3 2015 | $1,968,000 | -25.5% | 14,689 | -14.1% | 0.33% | -19.6% |
| Q2 2015 | $2,642,000 | +12.5% | 17,093 | +10.3% | 0.41% | +11.0% |
| Q1 2015 | $2,348,000 | +22.2% | 15,493 | +14.8% | 0.37% | +33.3% |
| Q4 2014 | $1,921,000 | +18.2% | 13,496 | +7.7% | 0.28% | +25.1% |
| Q3 2014 | $1,625,000 | +6.3% | 12,529 | +13.4% | 0.22% | +110.4% |
| Q2 2014 | $1,529,000 | +6.0% | 11,044 | +4.2% | 0.11% | +2.9% |
| Q1 2014 | $1,442,000 | +168.5% | 10,599 | +167.7% | 0.10% | +243.3% |
| Q4 2013 | $537,000 | – | 3,960 | – | 0.03% | – |
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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% |