ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 418 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $42,000 | +27.3% | 258 | +20.6% | 0.01% | +25.0% |
| Q4 2016 | $33,000 | -26.7% | 214 | -29.1% | 0.00% | -20.0% |
| Q3 2016 | $45,000 | +4.7% | 302 | -3.2% | 0.01% | 0.0% |
| Q2 2016 | $43,000 | +7.5% | 312 | +3.3% | 0.01% | +25.0% |
| Q1 2016 | $40,000 | +5.3% | 302 | +9.8% | 0.00% | 0.0% |
| Q4 2015 | $38,000 | +2.7% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $37,000 | -40.3% | 275 | -31.6% | 0.00% | -50.0% |
| Q2 2015 | $62,000 | +1.6% | 402 | 0.0% | 0.01% | +14.3% |
| Q1 2015 | $61,000 | -59.6% | 402 | -62.1% | 0.01% | -61.1% |
| Q4 2014 | $151,000 | -51.1% | 1,062 | -53.7% | 0.02% | -5.3% |
| Q3 2014 | $309,000 | +82.8% | 2,296 | +88.2% | 0.02% | -9.5% |
| Q2 2014 | $169,000 | +43.2% | 1,220 | +40.7% | 0.02% | +31.2% |
| Q1 2014 | $118,000 | +0.9% | 867 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $117,000 | +7.3% | 867 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $109,000 | +12.4% | 867 | 0.0% | 0.02% | +6.7% |
| Q2 2013 | $97,000 | – | 867 | – | 0.02% | – |
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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% |