ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 404 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 3.86 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $3,346,000 | +9.9% | 17,557 | +7.7% | 0.18% | +16.4% |
| Q4 2017 | $3,044,000 | +4.4% | 16,303 | +0.1% | 0.15% | +6.3% |
| Q3 2017 | $2,915,000 | +5.9% | 16,290 | -0.2% | 0.14% | +17.2% |
| Q2 2017 | $2,753,000 | +6.4% | 16,315 | +1.9% | 0.12% | +5.2% |
| Q1 2017 | $2,588,000 | +12.8% | 16,009 | +7.5% | 0.12% | +19.6% |
| Q4 2016 | $2,294,000 | +6.7% | 14,899 | +3.3% | 0.10% | +2.1% |
| Q3 2016 | $2,149,000 | +6.0% | 14,430 | -2.4% | 0.10% | +3.3% |
| Q2 2016 | $2,028,000 | +14.8% | 14,786 | +11.0% | 0.09% | +17.9% |
| Q1 2016 | $1,767,000 | -2.5% | 13,324 | +2.5% | 0.08% | -4.9% |
| Q4 2015 | $1,812,000 | +3.5% | 13,001 | -0.5% | 0.08% | +7.9% |
| Q3 2015 | $1,750,000 | -4.9% | 13,063 | +9.7% | 0.08% | +11.8% |
| Q2 2015 | $1,841,000 | +6.2% | 11,912 | +4.1% | 0.07% | +19.3% |
| Q1 2015 | $1,734,000 | +14.2% | 11,439 | +7.3% | 0.06% | +16.3% |
| Q4 2014 | $1,518,000 | +18.8% | 10,665 | +8.3% | 0.05% | +16.7% |
| Q3 2014 | $1,278,000 | -16.0% | 9,851 | -10.4% | 0.04% | -8.7% |
| Q2 2014 | $1,522,000 | +2.8% | 10,998 | +1.1% | 0.05% | +7.0% |
| Q1 2014 | $1,480,000 | +3.1% | 10,876 | +2.6% | 0.04% | +4.9% |
| Q4 2013 | $1,436,000 | +60.4% | 10,598 | +49.1% | 0.04% | +115.8% |
| Q3 2013 | $895,000 | +17.1% | 7,109 | +3.8% | 0.02% | +5.6% |
| Q2 2013 | $764,000 | – | 6,851 | – | 0.02% | – |
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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% |