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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $242,000 | +8.0% | 1,627 | 0.0% | 0.03% | -3.3% |
| Q2 2016 | $224,000 | -6.7% | 1,627 | -9.7% | 0.03% | -6.2% |
| Q1 2016 | $240,000 | -4.0% | 1,801 | 0.0% | 0.03% | -3.0% |
| Q4 2015 | $250,000 | +0.8% | 1,801 | -3.1% | 0.03% | -2.9% |
| Q3 2015 | $248,000 | -12.1% | 1,858 | +1.3% | 0.03% | -5.6% |
| Q2 2015 | $282,000 | +0.4% | 1,835 | -16.1% | 0.04% | -55.0% |
| Q1 2015 | $281,000 | +31.9% | 2,187 | +45.8% | 0.08% | +142.4% |
| Q4 2014 | $213,000 | -52.1% | 1,500 | -54.3% | 0.03% | -40.0% |
| Q2 2014 | $445,000 | -4.3% | 3,281 | -5.8% | 0.06% | -5.2% |
| Q1 2014 | $465,000 | +17.7% | 3,482 | +19.8% | 0.06% | +16.0% |
| Q4 2013 | $395,000 | +51.3% | 2,906 | +40.7% | 0.05% | +35.1% |
| Q3 2013 | $261,000 | -12.7% | 2,066 | -23.5% | 0.04% | -17.8% |
| Q2 2013 | $299,000 | – | 2,701 | – | 0.04% | – |
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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% |