ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 361 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $689,000 | -14.6% | 4,459 | -16.2% | 0.23% | -9.4% |
| Q1 2015 | $807,000 | – | 5,322 | +266000.0% | 0.25% | – |
| Q2 2014 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q1 2014 | $2,518,000 | +78.1% | 18,516 | +60.7% | 0.30% | -32.7% |
| Q3 2013 | $1,414,000 | -6.7% | 11,522 | -15.2% | 0.45% | -20.4% |
| Q2 2013 | $1,515,000 | – | 13,587 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 68,407 | $15,333,457 | 11.39% |
| BARINGS LLC | 1,458,050 | $326,821,908 | 11.15% |
| Cassaday & Co Wealth Management LLC | 818,245 | $183,409,568 | 7.66% |
| Erickson Financial Group, LLC | 36,013 | $8,072,314 | 7.55% |
| Sequent Asset Management, LLC | 25,631 | $5,745,188 | 6.30% |
| Powell Investment Advisors, LLC | 42,873 | $9,629,439 | 5.79% |
| Cohen Klingenstein LLC | 566,974 | $127,087,222 | 5.76% |
| MMA ASSET MANAGEMENT LLC | 41,637 | $9,332,869 | 5.73% |
| Covenant Partners, LLC | 66,240 | $14,847,632 | 5.39% |
| Hillcrest Wealth Advisors - NY, LLC | 41,225 | $9,240,584 | 5.26% |