ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 485 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 5.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $791,000 | -49.3% | 5,000 | -31.4% | 0.02% | -39.5% |
| Q4 2019 | $1,561,000 | -40.4% | 7,285 | -53.2% | 0.04% | -54.2% |
| Q4 2018 | $2,617,000 | +176.1% | 15,575 | +206.6% | 0.08% | +130.6% |
| Q4 2017 | $948,000 | -82.8% | 5,080 | -83.5% | 0.04% | -85.2% |
| Q3 2017 | $5,512,000 | +242.4% | 30,800 | +172.4% | 0.24% | +117.9% |
| Q4 2014 | $1,610,000 | – | 11,305 | – | 0.11% | – |
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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% |