ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 444 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.74 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2018 | $5,776,000 | -44.7% | 30,308 | -45.8% | 0.99% | -44.7% |
Q4 2017 | $10,441,000 | +307.7% | 55,925 | +290.7% | 1.78% | +301.8% |
Q3 2017 | $2,561,000 | -52.3% | 14,313 | -55.0% | 0.44% | -52.1% |
Q2 2017 | $5,365,000 | +54.2% | 31,789 | +40.6% | 0.93% | +47.2% |
Q4 2016 | $3,480,000 | -26.8% | 22,608 | -29.1% | 0.63% | -25.3% |
Q3 2016 | $4,751,000 | -27.2% | 31,904 | -32.9% | 0.84% | -29.2% |
Q2 2016 | $6,527,000 | +189.7% | 47,580 | +180.1% | 1.19% | +174.0% |
Q1 2016 | $2,253,000 | +40.0% | 16,987 | +47.1% | 0.43% | +56.1% |
Q4 2015 | $1,609,000 | -3.8% | 11,551 | -7.5% | 0.28% | +2.2% |
Q3 2015 | $1,672,000 | -85.2% | 12,481 | -82.9% | 0.27% | -83.3% |
Q2 2015 | $11,311,000 | +646.6% | 73,171 | +631.8% | 1.63% | +614.9% |
Q1 2015 | $1,515,000 | -85.7% | 9,999 | -86.6% | 0.23% | -85.5% |
Q4 2014 | $10,598,000 | +217.8% | 74,436 | +189.4% | 1.57% | +194.9% |
Q3 2014 | $3,335,000 | -40.9% | 25,717 | -36.9% | 0.53% | -33.5% |
Q2 2014 | $5,644,000 | -38.6% | 40,778 | -39.7% | 0.80% | -32.3% |
Q1 2014 | $9,194,000 | -21.5% | 67,574 | -21.9% | 1.18% | -24.2% |
Q4 2013 | $11,718,000 | +35.8% | 86,474 | +26.1% | 1.56% | +28.2% |
Q3 2013 | $8,629,000 | – | 68,574 | – | 1.22% | – |
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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% |