ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 405 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.83 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% | – |
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% |