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 | $2,166,000 | -0.8% | 13,400 | -5.5% | 0.40% | -6.0% |
| Q4 2016 | $2,183,000 | -3.4% | 14,180 | -6.5% | 0.43% | -8.5% |
| Q3 2016 | $2,259,000 | +6.8% | 15,170 | -1.6% | 0.47% | +3.1% |
| Q2 2016 | $2,115,000 | +4.5% | 15,419 | +1.0% | 0.46% | +8.8% |
| Q1 2016 | $2,024,000 | +106.1% | 15,266 | +116.5% | 0.42% | +103.4% |
| Q4 2015 | $982,000 | – | 7,050 | – | 0.21% | – |
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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% |