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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $121,909,000 | +5.2% | 754 | +0.1% | 0.08% | +2.7% |
| Q4 2016 | $115,855,000 | +3.7% | 753 | +0.4% | 0.07% | +7.4% |
| Q3 2016 | $111,688,000 | -17.6% | 750 | -24.1% | 0.07% | -18.1% |
| Q2 2016 | $135,564,000 | -67.4% | 988 | -68.5% | 0.08% | -64.5% |
| Q1 2016 | $415,828,000 | -4.6% | 3,136 | +0.2% | 0.23% | -6.8% |
| Q4 2015 | $435,886,000 | +4.4% | 3,130 | +0.5% | 0.25% | -4.2% |
| Q3 2015 | $417,370,000 | -15.1% | 3,115 | -2.0% | 0.26% | -6.1% |
| Q2 2015 | $491,533,000 | +2.0% | 3,180 | 0.0% | 0.28% | +4.5% |
| Q1 2015 | $481,898,000 | +6.6% | 3,180 | +0.2% | 0.27% | -21.9% |
| Q4 2014 | $451,981,000 | -6.2% | 3,174 | -0.2% | 0.34% | +28.1% |
| Q1 2014 | $481,898,000 | – | 3,180 | – | 0.27% | – |
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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% |