ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 309 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $227,000 | +5.1% | 755 | 0.0% | 0.07% | -5.3% |
| Q4 2020 | $216,000 | -72.2% | 755 | -85.3% | 0.08% | -75.9% |
| Q1 2015 | $778,000 | +8.2% | 5,135 | +1.7% | 0.32% | +30.2% |
| Q4 2014 | $719,000 | -53.0% | 5,050 | -57.2% | 0.24% | -53.6% |
| Q3 2014 | $1,530,000 | +44.6% | 11,800 | +40.5% | 0.52% | +172.8% |
| Q3 2013 | $1,058,000 | -48.6% | 8,400 | -54.5% | 0.19% | -24.8% |
| Q2 2013 | $2,058,000 | – | 18,450 | – | 0.25% | – |
Download | ||||||
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% |