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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $249,000 | -22.9% | 1,389 | -27.5% | 0.14% | -25.4% |
| Q2 2017 | $323,000 | -49.0% | 1,915 | -53.5% | 0.19% | -43.8% |
| Q4 2016 | $633,000 | +122.1% | 4,115 | +114.9% | 0.34% | +164.6% |
| Q3 2016 | $285,000 | +8.4% | 1,915 | 0.0% | 0.13% | +38.0% |
| Q2 2016 | $263,000 | +3.5% | 1,915 | 0.0% | 0.09% | +16.5% |
| Q1 2016 | $254,000 | -86.5% | 1,915 | -85.8% | 0.08% | -85.6% |
| Q4 2015 | $1,885,000 | -3.0% | 13,533 | -6.7% | 0.55% | -6.6% |
| Q3 2015 | $1,944,000 | +50.3% | 14,507 | +59.8% | 0.59% | +77.1% |
| Q4 2014 | $1,293,000 | – | 9,079 | – | 0.33% | – |
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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% |