ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 558 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 7.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $323,000 | -65.5% | 1,806 | -68.8% | 0.00% | -50.0% |
| Q1 2017 | $935,000 | +46.6% | 5,787 | +20.4% | 0.00% | 0.0% |
| Q1 2016 | $638,000 | -68.4% | 4,807 | -66.8% | 0.00% | -60.0% |
| Q4 2015 | $2,018,000 | +263.6% | 14,471 | +249.5% | 0.01% | +400.0% |
| Q3 2015 | $555,000 | -42.4% | 4,141 | -38.8% | 0.00% | -50.0% |
| Q4 2014 | $963,000 | +218.9% | 6,764 | +190.2% | 0.00% | +100.0% |
| Q3 2014 | $302,000 | -63.1% | 2,331 | -60.6% | 0.00% | -50.0% |
| Q2 2014 | $818,000 | +10.4% | 5,912 | +8.6% | 0.00% | 0.0% |
| Q1 2014 | $741,000 | – | 5,445 | – | 0.00% | – |
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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% |