ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 558 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 7.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $323,000 | -65.5% | 1,806 | -68.8% | 0.00% | -50.0% |
| Q1 2017 | $935,000 | +46.6% | 5,787 | +20.4% | 0.00% | 0.0% |
| Q1 2016 | $638,000 | -68.4% | 4,807 | -66.8% | 0.00% | -60.0% |
| Q4 2015 | $2,018,000 | +263.6% | 14,471 | +249.5% | 0.01% | +400.0% |
| Q3 2015 | $555,000 | -42.4% | 4,141 | -38.8% | 0.00% | -50.0% |
| Q4 2014 | $963,000 | +218.9% | 6,764 | +190.2% | 0.00% | +100.0% |
| Q3 2014 | $302,000 | -63.1% | 2,331 | -60.6% | 0.00% | -50.0% |
| Q2 2014 | $818,000 | +10.4% | 5,912 | +8.6% | 0.00% | 0.0% |
| Q1 2014 | $741,000 | – | 5,445 | – | 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% |