KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 309 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.23 and the average weighting 0.7%.

Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2014$365,000
-2.4%
2,814
+4.1%
0.05%
-5.6%
Q2 2014$374,000
-44.3%
2,702
-45.2%
0.05%
-49.1%
Q1 2014$671,000
+9.6%
4,933
+9.3%
0.11%
+2.9%
Q4 2013$612,000
+11.7%
4,513
+3.6%
0.10%
-22.6%
Q3 2013$548,0004,3560.13%
Other shareholders
ISHARES TR shareholders Q3 2013
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 68,407$15,333,45711.39%
BARINGS LLC 1,458,050$326,821,90811.15%
Cassaday & Co Wealth Management LLC 818,245$183,409,5687.66%
Erickson Financial Group, LLC 36,013$8,072,3147.55%
Sequent Asset Management, LLC 25,631$5,745,1886.30%
Powell Investment Advisors, LLC 42,873$9,629,4395.79%
Cohen Klingenstein LLC 566,974$127,087,2225.76%
MMA ASSET MANAGEMENT LLC 41,637$9,332,8695.73%
Covenant Partners, LLC 66,240$14,847,6325.39%
Hillcrest Wealth Advisors - NY, LLC 41,225$9,240,5845.26%
View complete list of ISHARES TR shareholders