ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 387 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $6,269,000 | +55.2% | 35,029 | +46.3% | 0.02% | +56.2% |
| Q2 2017 | $4,040,000 | +4.9% | 23,938 | -4.3% | 0.02% | 0.0% |
| Q4 2016 | $3,851,000 | +145.0% | 25,015 | +136.9% | 0.02% | +128.6% |
| Q3 2016 | $1,572,000 | -29.6% | 10,559 | -35.1% | 0.01% | -30.0% |
| Q2 2016 | $2,232,000 | -37.2% | 16,272 | -39.2% | 0.01% | -33.3% |
| Q1 2016 | $3,552,000 | +291.2% | 26,770 | +294.8% | 0.02% | +275.0% |
| Q3 2015 | $908,000 | -79.1% | 6,780 | -76.3% | 0.00% | -76.5% |
| Q1 2015 | $4,339,000 | +99.0% | 28,630 | +70.3% | 0.02% | +88.9% |
| Q3 2014 | $2,180,000 | -19.9% | 16,810 | -14.5% | 0.01% | -18.2% |
| Q2 2014 | $2,721,000 | +85.2% | 19,660 | +82.0% | 0.01% | +57.1% |
| Q1 2014 | $1,469,000 | -14.6% | 10,800 | -15.0% | 0.01% | 0.0% |
| Q4 2013 | $1,721,000 | +68.6% | 12,700 | +56.6% | 0.01% | +40.0% |
| Q3 2013 | $1,021,000 | -16.1% | 8,110 | -25.7% | 0.01% | -16.7% |
| Q2 2013 | $1,217,000 | – | 10,915 | – | 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% |