ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 387 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $565,982 | -74.3% | 2,244 | -78.1% | 0.00% | -80.0% |
Q4 2022 | $2,203,120 | -27.4% | 10,270 | -30.1% | 0.02% | -28.6% |
Q3 2022 | $3,033,000 | +177.5% | 14,682 | +293.6% | 0.02% | +425.0% |
Q4 2021 | $1,093,000 | +993.0% | 3,730 | +697.0% | 0.00% | +300.0% |
Q4 2019 | $100,000 | -91.8% | 468 | -94.1% | 0.00% | -94.4% |
Q4 2016 | $1,214,000 | +335.1% | 7,888 | +294.4% | 0.02% | +350.0% |
Q4 2015 | $279,000 | -50.9% | 2,000 | -49.9% | 0.00% | -33.3% |
Q4 2014 | $568,000 | – | 3,990 | – | 0.01% | – |
Download |
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% |