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 2021 | $216,000 | -94.6% | 717 | -97.2% | 0.00% | -94.1% |
| Q2 2015 | $4,012,000 | +9.9% | 25,951 | +7.7% | 0.02% | +13.3% |
| Q1 2015 | $3,651,000 | +32.9% | 24,088 | +24.8% | 0.02% | +50.0% |
| Q4 2014 | $2,748,000 | +9.8% | 19,300 | 0.0% | 0.01% | +11.1% |
| Q3 2014 | $2,503,000 | -6.3% | 19,300 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $2,672,000 | +1.8% | 19,300 | 0.0% | 0.01% | -10.0% |
| Q1 2014 | $2,626,000 | +0.4% | 19,300 | 0.0% | 0.01% | -9.1% |
| Q4 2013 | $2,615,000 | +7.7% | 19,300 | 0.0% | 0.01% | +10.0% |
| Q3 2013 | $2,429,000 | +12.9% | 19,300 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $2,152,000 | – | 19,300 | – | 0.01% | – |
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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% |