ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 353 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $3,167,000 | -91.5% | 20,573 | -91.5% | 0.00% | -90.3% |
| Q2 2015 | $37,386,000 | -9.5% | 241,854 | -11.3% | 0.03% | -8.8% |
| Q1 2015 | $41,319,000 | +10.6% | 272,640 | +3.9% | 0.03% | +6.2% |
| Q4 2014 | $37,375,000 | +191.6% | 262,501 | +165.6% | 0.03% | +166.7% |
| Q3 2014 | $12,819,000 | -65.0% | 98,842 | -62.7% | 0.01% | -64.7% |
| Q2 2014 | $36,643,000 | -66.9% | 264,724 | -67.5% | 0.03% | -67.0% |
| Q1 2014 | $110,663,000 | +226.8% | 813,340 | +225.5% | 0.10% | +221.9% |
| Q4 2013 | $33,864,000 | +140.5% | 249,900 | +123.3% | 0.03% | +128.6% |
| Q3 2013 | $14,081,000 | -60.3% | 111,900 | -64.8% | 0.01% | -62.2% |
| Q2 2013 | $35,449,000 | – | 317,900 | – | 0.04% | – |
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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% |