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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $5,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q3 2021 | $5,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q2 2021 | $5,000 | -88.6% | 16 | -93.2% | 0.00% | -100.0% |
Q4 2017 | $44,000 | +4.8% | 235 | 0.0% | 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% | 2,035 | 0.0% | 0.07% | -1.5% |
Q4 2016 | $313,000 | +3.3% | 2,035 | 0.0% | 0.07% | -1.4% |
Q3 2016 | $303,000 | +8.6% | 2,035 | 0.0% | 0.07% | +1.5% |
Q2 2016 | $279,000 | +3.3% | 2,035 | 0.0% | 0.07% | +4.6% |
Q1 2016 | $270,000 | -4.6% | 2,035 | 0.0% | 0.06% | -4.4% |
Q4 2015 | $283,000 | +3.7% | 2,035 | 0.0% | 0.07% | -13.9% |
Q3 2015 | $273,000 | -13.3% | 2,035 | 0.0% | 0.08% | -21.8% |
Q2 2015 | $315,000 | +2.3% | 2,035 | 0.0% | 0.10% | 0.0% |
Q1 2015 | $308,000 | +6.2% | 2,035 | 0.0% | 0.10% | +14.8% |
Q4 2014 | $290,000 | – | 2,035 | – | 0.09% | – |
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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% |