ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 294 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 1.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $357,000 | +9.8% | 2,354 | +2.4% | 0.15% | +7.7% |
| Q4 2014 | $325,000 | +9.1% | 2,299 | 0.0% | 0.14% | 0.0% |
| Q3 2014 | $298,000 | -6.3% | 2,299 | 0.0% | 0.14% | -5.9% |
| Q2 2014 | $318,000 | +4.3% | 2,299 | +2.5% | 0.15% | -1.9% |
| Q1 2014 | $305,000 | -13.6% | 2,243 | -14.2% | 0.16% | -11.9% |
| Q4 2013 | $353,000 | +2.6% | 2,613 | -4.3% | 0.18% | -3.8% |
| Q3 2013 | $344,000 | +14.7% | 2,731 | +1.7% | 0.18% | +7.0% |
| Q2 2013 | $300,000 | – | 2,686 | – | 0.17% | – |
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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% |