ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 353 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2015 | $224,000 | -13.2% | 1,670 | 0.0% | 0.08% | -6.6% |
Q2 2015 | $258,000 | -57.4% | 1,670 | -58.2% | 0.09% | -56.5% |
Q1 2015 | $606,000 | +6.3% | 4,000 | 0.0% | 0.21% | +2.5% |
Q4 2014 | $570,000 | +9.8% | 4,000 | 0.0% | 0.20% | +3.0% |
Q3 2014 | $519,000 | -6.3% | 4,000 | 0.0% | 0.20% | -3.9% |
Q2 2014 | $554,000 | +1.8% | 4,000 | 0.0% | 0.21% | -1.4% |
Q1 2014 | $544,000 | -32.5% | 4,000 | -32.8% | 0.21% | -34.1% |
Q4 2013 | $806,000 | +7.6% | 5,950 | 0.0% | 0.32% | -2.8% |
Q3 2013 | $749,000 | +13.0% | 5,950 | 0.0% | 0.33% | +7.9% |
Q2 2013 | $663,000 | – | 5,950 | – | 0.30% | – |
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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% |