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 | ||||
---|---|---|---|---|---|---|
Q4 2016 | $4,598,000 | -1.5% | 29,873 | -4.7% | 0.15% | -6.2% |
Q3 2016 | $4,666,000 | -0.6% | 31,340 | -8.4% | 0.16% | -4.8% |
Q2 2016 | $4,693,000 | +5.0% | 34,206 | +1.5% | 0.17% | -10.2% |
Q1 2016 | $4,469,000 | -14.5% | 33,704 | -10.2% | 0.19% | -21.1% |
Q4 2015 | $5,225,000 | +82.1% | 37,517 | +75.1% | 0.24% | +5.3% |
Q3 2015 | $2,870,000 | +2.2% | 21,426 | +17.9% | 0.22% | +12.5% |
Q2 2015 | $2,809,000 | +17.7% | 18,173 | +15.4% | 0.20% | +19.8% |
Q1 2015 | $2,386,000 | +581.7% | 15,747 | +541.4% | 0.17% | +339.5% |
Q4 2014 | $350,000 | +40.6% | 2,455 | +27.9% | 0.04% | +26.7% |
Q3 2014 | $249,000 | -14.1% | 1,919 | -8.4% | 0.03% | -23.1% |
Q2 2014 | $290,000 | -94.0% | 2,095 | -94.1% | 0.04% | -89.0% |
Q1 2014 | $4,862,000 | +126.2% | 35,734 | +125.4% | 0.35% | +7.6% |
Q4 2013 | $2,149,000 | +26.9% | 15,855 | +17.7% | 0.33% | +10.8% |
Q3 2013 | $1,694,000 | +979.0% | 13,465 | +855.6% | 0.30% | +825.0% |
Q2 2013 | $157,000 | – | 1,409 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rinet Co LLC | 162,110 | $32,563,000 | 9.94% |
Cohen Klingenstein LLC | 668,223 | $134,226,000 | 9.56% |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,718,000 | 6.51% |
Corundum Group, Inc. | 25,869 | $5,196,000 | 5.97% |
Crestone Asset Management LLC | 84,689 | $17,012,000 | 5.96% |
Hillcrest Wealth Advisors - NY, LLC | 33,810 | $6,791,000 | 5.72% |
JOYN Advisors, Inc. | 121,199 | $23,399,000 | 5.26% |
LBJ Family Wealth Advisors, Ltd. | 33,523 | $6,732,000 | 4.97% |
Covenant Partners, LLC | 40,806 | $8,197,000 | 4.35% |
WoodTrust Financial Corp | 44,053 | $8,849,000 | 3.98% |