Sageworth Trust Co - ISHARES TR ownership

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
Sageworth Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$5,0000.0%160.0%0.00%
Q3 2021$5,0000.0%160.0%0.00%
Q2 2021$5,000
-88.6%
16
-93.2%
0.00%
-100.0%
Q4 2017$44,000
+4.8%
2350.0%0.01%0.0%
Q3 2017$42,000
-89.0%
235
-89.6%
0.01%
-89.5%
Q2 2017$383,000
+16.4%
2,270
+11.5%
0.08%
+13.4%
Q1 2017$329,000
+5.1%
2,0350.0%0.07%
-1.5%
Q4 2016$313,000
+3.3%
2,0350.0%0.07%
-1.4%
Q3 2016$303,000
+8.6%
2,0350.0%0.07%
+1.5%
Q2 2016$279,000
+3.3%
2,0350.0%0.07%
+4.6%
Q1 2016$270,000
-4.6%
2,0350.0%0.06%
-4.4%
Q4 2015$283,000
+3.7%
2,0350.0%0.07%
-13.9%
Q3 2015$273,000
-13.3%
2,0350.0%0.08%
-21.8%
Q2 2015$315,000
+2.3%
2,0350.0%0.10%0.0%
Q1 2015$308,000
+6.2%
2,0350.0%0.10%
+14.8%
Q4 2014$290,0002,0350.09%
Other shareholders
ISHARES TR shareholders Q3 2015
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