ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 405 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,729,000 | -34.9% | 9,520 | -51.4% | 0.01% | -40.0% |
| Q4 2019 | $4,195,000 | -58.9% | 19,583 | -67.8% | 0.01% | -65.5% |
| Q4 2018 | $10,214,000 | +439.6% | 60,800 | +394.3% | 0.03% | +625.0% |
| Q4 2016 | $1,893,000 | -42.5% | 12,300 | -47.9% | 0.00% | -20.0% |
| Q4 2015 | $3,290,000 | +261.1% | 23,600 | +268.8% | 0.01% | +400.0% |
| Q4 2014 | $911,000 | -49.8% | 6,400 | -52.2% | 0.00% | -66.7% |
| Q4 2013 | $1,816,000 | – | 13,400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rinet Co LLC | 162,110 | $32,563,000 | 9.94% |
| Cohen Klingenstein LLC | 668,223 | $134,226,000 | 9.56% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,718,000 | 6.51% |
| Corundum Group, Inc. | 25,869 | $5,196,000 | 5.97% |
| Crestone Asset Management LLC | 84,689 | $17,012,000 | 5.96% |
| Hillcrest Wealth Advisors - NY, LLC | 33,810 | $6,791,000 | 5.72% |
| JOYN Advisors, Inc. | 121,199 | $23,399,000 | 5.26% |
| LBJ Family Wealth Advisors, Ltd. | 33,523 | $6,732,000 | 4.97% |
| Covenant Partners, LLC | 40,806 | $8,197,000 | 4.35% |
| WoodTrust Financial Corp | 44,053 | $8,849,000 | 3.98% |