ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 492 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.42 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% |