ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 492 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.42 and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |