ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 294 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 1.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $228,000 | -18.3% | 1,474 | -19.9% | 0.04% | -18.2% |
| Q1 2015 | $279,000 | -98.3% | 1,840 | -98.4% | 0.04% | -98.3% |
| Q4 2014 | $16,509,000 | +7.1% | 115,950 | -2.5% | 2.61% | +4.5% |
| Q3 2014 | $15,418,000 | -46.5% | 118,880 | -42.9% | 2.49% | -45.3% |
| Q2 2014 | $28,822,000 | -24.0% | 208,220 | -25.3% | 4.56% | -28.3% |
| Q1 2014 | $37,925,000 | +0.0% | 278,740 | -0.4% | 6.36% | -5.7% |
| Q4 2013 | $37,920,000 | -13.9% | 279,835 | -20.0% | 6.75% | -19.5% |
| Q3 2013 | $44,030,000 | +10.0% | 349,885 | -2.5% | 8.39% | +6.8% |
| Q2 2013 | $40,028,000 | – | 358,965 | – | 7.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 682,355 | $90,487,000 | 17.05% |
| Bishop & Co Investment Management, LLC | 44,391 | $5,887,000 | 6.36% |
| Ken Stern & Associates, Inc. | 62,066 | $8,231,000 | 5.71% |
| Tactical Allocation Group LLC | 28,043 | $3,719,000 | 5.41% |
| JOYN Advisors, Inc. | 88,696 | $11,762,000 | 4.66% |
| LBJ Family Wealth Advisors, Ltd. | 29,457 | $3,906,000 | 4.51% |
| BARING ASSET MANAGEMENT Ltd | 403,316 | $53,234,000 | 4.44% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,700 | $1,908,000 | 4.44% |
| CHOREO, LLC | 158,668 | $21,041,000 | 4.24% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 150,000 | $19,892,000 | 4.22% |