ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 404 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 3.86 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2016 | $411,000 | -6.6% | 3,098 | -1.8% | 0.04% | -8.5% |
Q4 2015 | $440,000 | +5.5% | 3,156 | +1.5% | 0.05% | 0.0% |
Q3 2015 | $417,000 | -31.3% | 3,110 | -20.8% | 0.05% | -26.6% |
Q2 2015 | $607,000 | -6.9% | 3,925 | -8.8% | 0.06% | -8.6% |
Q1 2015 | $652,000 | +5.8% | 4,303 | -0.6% | 0.07% | 0.0% |
Q4 2014 | $616,000 | +3.7% | 4,329 | -5.5% | 0.07% | -1.4% |
Q3 2014 | $594,000 | -15.7% | 4,581 | -10.0% | 0.07% | -19.3% |
Q2 2014 | $705,000 | -6.4% | 5,092 | -8.0% | 0.09% | -17.0% |
Q1 2014 | $753,000 | -56.8% | 5,537 | -57.0% | 0.11% | -20.9% |
Q4 2013 | $1,744,000 | +121.6% | 12,876 | +106.0% | 0.13% | -2.2% |
Q3 2013 | $787,000 | +14.2% | 6,251 | +1.1% | 0.14% | +0.7% |
Q2 2013 | $689,000 | – | 6,182 | – | 0.14% | – |
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% |