ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 361 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $96,000 | -4.0% | 497 | 0.0% | 0.03% | -5.9% |
| Q2 2019 | $100,000 | +2.0% | 497 | 0.0% | 0.03% | +3.0% |
| Q1 2019 | $98,000 | -72.9% | 497 | -81.4% | 0.03% | -78.1% |
| Q4 2013 | $362,000 | +7.7% | 2,674 | 0.0% | 0.15% | -1.3% |
| Q3 2013 | $336,000 | +36.0% | 2,674 | +20.9% | 0.15% | +27.5% |
| Q2 2013 | $247,000 | – | 2,212 | – | 0.12% | – |
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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% |