ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 492 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $217,000 | 0.0% | 741 | +0.3% | 0.09% | -2.1% |
| Q3 2021 | $217,000 | -5.7% | 739 | 0.0% | 0.10% | -9.4% |
| Q2 2021 | $230,000 | 0.0% | 739 | -3.3% | 0.11% | -4.5% |
| Q1 2021 | $230,000 | +5.0% | 764 | 0.0% | 0.11% | +0.9% |
| Q4 2020 | $219,000 | -71.8% | 764 | -84.9% | 0.11% | -82.1% |
| Q4 2016 | $777,000 | +81.1% | 5,045 | +55.8% | 0.61% | +50.6% |
| Q1 2016 | $429,000 | +44.4% | 3,239 | +51.9% | 0.41% | +66.1% |
| Q4 2015 | $297,000 | -78.6% | 2,133 | -76.3% | 0.24% | -74.7% |
| Q2 2015 | $1,390,000 | -3.3% | 8,995 | -5.2% | 0.97% | +1.0% |
| Q1 2015 | $1,438,000 | +33.0% | 9,491 | +24.9% | 0.96% | +31.2% |
| Q4 2014 | $1,081,000 | +294.5% | 7,596 | +259.7% | 0.73% | +290.9% |
| Q3 2014 | $274,000 | -6.2% | 2,112 | +0.1% | 0.19% | -1.1% |
| Q2 2014 | $292,000 | +2.1% | 2,109 | +0.2% | 0.19% | +6.8% |
| Q1 2014 | $286,000 | -72.4% | 2,105 | -72.5% | 0.18% | -73.6% |
| Q4 2013 | $1,036,000 | – | 7,648 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 678,065 | $109,616,000 | 17.54% |
| Rinet Co LLC | 138,836 | $22,444,000 | 10.21% |
| Corundum Group, Inc. | 33,610 | $5,433,000 | 6.85% |
| Bishop & Co Investment Management, LLC | 45,018 | $7,278,000 | 6.66% |
| Crestone Asset Management LLC | 81,495 | $13,174,000 | 5.93% |
| BARING ASSET MANAGEMENT Ltd | 514,376 | $82,917,000 | 5.80% |
| Barber Financial Group, Inc. | 90,982 | $14,708,000 | 5.03% |
| JOYN Advisors, Inc. | 95,172 | $15,385,000 | 5.02% |
| LBJ Family Wealth Advisors, Ltd. | 32,710 | $5,288,000 | 5.02% |
| Ken Stern & Associates, Inc. | 62,534 | $10,300,000 | 4.83% |