ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 430 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 7.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $200 | -29.8% | 762 | -27.7% | 0.01% | -53.3% |
| Q1 2024 | $285 | -100.0% | 1,054 | -75.7% | 0.03% | -86.9% |
| Q4 2015 | $603,000 | -4.0% | 4,332 | -7.6% | 0.23% | -12.6% |
| Q3 2015 | $628,000 | -39.8% | 4,689 | -30.5% | 0.26% | -7.7% |
| Q2 2015 | $1,043,000 | +66.1% | 6,749 | +62.8% | 0.28% | +18.8% |
| Q1 2015 | $628,000 | -40.7% | 4,146 | -44.3% | 0.24% | -45.4% |
| Q4 2014 | $1,059,000 | +6.2% | 7,438 | -3.2% | 0.44% | -0.2% |
| Q3 2014 | $997,000 | -22.7% | 7,684 | -17.5% | 0.44% | -24.7% |
| Q2 2014 | $1,290,000 | +20.7% | 9,319 | +18.6% | 0.58% | +10.8% |
| Q1 2014 | $1,069,000 | +5245.0% | 7,857 | +4389.7% | 0.53% | +4283.3% |
| Q2 2013 | $20,000 | – | 175 | – | 0.01% | – |
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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% |