ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 603 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,560,000 | -71.9% | 7,936 | -76.0% | 0.09% | -68.6% |
| Q4 2018 | $5,560,000 | -50.5% | 33,100 | -36.6% | 0.29% | -27.2% |
| Q3 2018 | $11,227,000 | -65.0% | 52,200 | -66.8% | 0.39% | -40.6% |
| Q2 2018 | $32,100,000 | +79.6% | 157,100 | +67.5% | 0.66% | +113.9% |
| Q1 2018 | $17,875,000 | +3.5% | 93,800 | +1.4% | 0.31% | +21.6% |
| Q4 2017 | $17,269,000 | – | 92,500 | – | 0.26% | – |
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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% |