ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 485 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 5.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $50,000 | +6.4% | 257 | 0.0% | 0.03% | 0.0% |
Q3 2017 | $47,000 | +9.3% | 257 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $43,000 | -10.4% | 257 | -13.5% | 0.03% | -10.3% |
Q1 2017 | $48,000 | +4.3% | 297 | 0.0% | 0.03% | -3.3% |
Q4 2016 | $46,000 | +4.5% | 297 | 0.0% | 0.03% | +3.4% |
Q3 2016 | $44,000 | – | 297 | – | 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% |