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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $145,000 | -69.0% | 914 | -58.0% | 0.00% | – |
| Q4 2019 | $467,000 | +35.8% | 2,175 | +6.1% | 0.00% | – |
| Q4 2018 | $344,000 | +4200.0% | 2,049 | +4665.1% | 0.00% | – |
| Q4 2017 | $8,000 | -60.0% | 43 | -66.9% | 0.00% | – |
| Q4 2016 | $20,000 | -90.8% | 130 | -91.7% | 0.00% | – |
| Q4 2015 | $218,000 | +1047.4% | 1,563 | +1000.7% | 0.00% | – |
| Q3 2015 | $19,000 | -85.7% | 142 | -84.8% | 0.00% | – |
| Q4 2014 | $133,000 | – | 936 | – | 0.00% | – |
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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% |