ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 475 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $559,000 | +95.5% | 2,600 | +85.7% | 0.01% | +66.7% |
| Q2 2018 | $286,000 | -44.9% | 1,400 | -51.7% | 0.00% | -50.0% |
| Q3 2017 | $519,000 | +53.6% | 2,900 | +45.0% | 0.01% | +50.0% |
| Q2 2017 | $338,000 | -50.2% | 2,000 | -52.4% | 0.00% | -50.0% |
| Q1 2017 | $679,000 | +120.5% | 4,200 | +110.0% | 0.01% | +100.0% |
| Q4 2016 | $308,000 | -33.6% | 2,000 | -42.9% | 0.00% | -50.0% |
| Q1 2016 | $464,000 | +0.9% | 3,500 | +6.1% | 0.01% | -11.1% |
| Q4 2015 | $460,000 | -31.3% | 3,300 | -34.0% | 0.01% | -35.7% |
| Q3 2015 | $670,000 | +30.6% | 5,000 | +38.9% | 0.01% | +16.7% |
| Q4 2014 | $513,000 | +54.5% | 3,600 | +50.0% | 0.01% | +33.3% |
| Q2 2014 | $332,000 | – | 2,400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 682,355 | $90,487,000 | 17.05% |
| Bishop & Co Investment Management, LLC | 44,391 | $5,887,000 | 6.36% |
| Ken Stern & Associates, Inc. | 62,066 | $8,231,000 | 5.71% |
| Tactical Allocation Group LLC | 28,043 | $3,719,000 | 5.41% |
| JOYN Advisors, Inc. | 88,696 | $11,762,000 | 4.66% |
| LBJ Family Wealth Advisors, Ltd. | 29,457 | $3,906,000 | 4.51% |
| BARING ASSET MANAGEMENT Ltd | 403,316 | $53,234,000 | 4.44% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,700 | $1,908,000 | 4.44% |
| CHOREO, LLC | 158,668 | $21,041,000 | 4.24% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 150,000 | $19,892,000 | 4.22% |