Southeast Asset Advisors Inc. - ISHARES TR ownership

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
Southeast Asset Advisors Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2015$224,000
-13.2%
1,6700.0%0.08%
-6.6%
Q2 2015$258,000
-57.4%
1,670
-58.2%
0.09%
-56.5%
Q1 2015$606,000
+6.3%
4,0000.0%0.21%
+2.5%
Q4 2014$570,000
+9.8%
4,0000.0%0.20%
+3.0%
Q3 2014$519,000
-6.3%
4,0000.0%0.20%
-3.9%
Q2 2014$554,000
+1.8%
4,0000.0%0.21%
-1.4%
Q1 2014$544,000
-32.5%
4,000
-32.8%
0.21%
-34.1%
Q4 2013$806,000
+7.6%
5,9500.0%0.32%
-2.8%
Q3 2013$749,000
+13.0%
5,9500.0%0.33%
+7.9%
Q2 2013$663,0005,9500.30%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 77,090$16,514,219,00014.90%
Noven Financial Group, Inc. 124,424$26,654,00012.32%
Rinet Co LLC 161,807$34,662,0009.50%
Cohen Klingenstein LLC 662,705$141,965,0008.25%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,891,0007.15%
Hillcrest Wealth Advisors - NY, LLC 33,110$7,093,0005.90%
Corundum Group, Inc. 26,183$5,609,0005.89%
Crestone Asset Management LLC 80,784$17,306,0005.86%
JOYN Advisors, Inc. 116,192$24,891,0005.33%
Powell Investment Advisors, LLC 22,356$4,789,0004.99%
View complete list of ISHARES TR shareholders