ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 309 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $41,262,000 | -19.3% | 200,000 | 0.0% | 0.10% | +12.6% |
| Q1 2022 | $51,150,000 | -28.6% | 200,000 | -20.0% | 0.09% | -42.8% |
| Q4 2020 | $71,675,000 | -55.8% | 250,000 | -70.6% | 0.15% | -81.8% |
| Q1 2018 | $161,985,000 | +2.1% | 850,000 | 0.0% | 0.84% | +15.5% |
| Q4 2017 | $158,695,000 | +1039.4% | 850,000 | +750.0% | 0.72% | +919.7% |
| Q4 2015 | $13,928,000 | +291.5% | 100,000 | +281.7% | 0.07% | +373.3% |
| Q1 2014 | $3,558,000 | +368.2% | 26,198 | +365.8% | 0.02% | +400.0% |
| Q4 2013 | $760,000 | +91.0% | 5,624 | +76.9% | 0.00% | +50.0% |
| Q3 2013 | $398,000 | – | 3,180 | – | 0.00% | – |
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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% |