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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $3,662,000 | +27.4% | 21,700 | +12.4% | 0.37% | +16.2% |
| Q3 2016 | $2,874,000 | +161.0% | 19,300 | +132.5% | 0.32% | +196.3% |
| Q1 2016 | $1,101,000 | -44.4% | 8,300 | -35.2% | 0.11% | -32.9% |
| Q2 2015 | $1,979,000 | +8.8% | 12,800 | +6.7% | 0.16% | +14.2% |
| Q1 2015 | $1,819,000 | +15.1% | 12,000 | +8.1% | 0.14% | +1.4% |
| Q4 2014 | $1,580,000 | – | 11,100 | – | 0.14% | – |
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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% |