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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $88,191,000 | +0.9% | 545,535 | -3.9% | 3.38% | +3.0% |
| Q4 2016 | $87,366,000 | +11365.4% | 567,535 | +11411.9% | 3.28% | +17157.9% |
| Q2 2015 | $762,000 | +2.0% | 4,930 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $747,000 | +6.4% | 4,930 | 0.0% | 0.02% | +11.8% |
| Q4 2014 | $702,000 | +9.9% | 4,930 | 0.0% | 0.02% | +6.2% |
| Q3 2014 | $639,000 | -50.9% | 4,930 | -51.4% | 0.02% | -48.4% |
| Q2 2014 | $1,302,000 | -14.5% | 10,150 | -18.8% | 0.03% | -18.4% |
| Q1 2014 | $1,523,000 | +221.3% | 12,500 | +257.1% | 0.04% | +216.7% |
| Q4 2013 | $474,000 | +7.7% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $440,000 | – | 3,500 | – | 0.01% | – |
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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% |