ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 644 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,143,000 | -82.0% | 6,800 | -76.9% | 0.01% | -70.6% |
| Q3 2018 | $6,345,000 | +259.1% | 29,500 | +241.1% | 0.03% | +277.8% |
| Q2 2018 | $1,767,000 | +180.9% | 8,649 | +162.1% | 0.01% | +125.0% |
| Q1 2018 | $629,000 | -78.7% | 3,300 | -79.1% | 0.00% | -75.0% |
| Q4 2017 | $2,953,000 | +152.8% | 15,812 | +128.4% | 0.02% | +77.8% |
| Q2 2017 | $1,168,000 | -77.9% | 6,922 | -78.8% | 0.01% | -79.5% |
| Q1 2017 | $5,290,000 | -21.9% | 32,722 | -25.6% | 0.04% | -24.1% |
| Q4 2016 | $6,771,000 | – | 43,982 | – | 0.06% | – |
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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% |