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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $126,000 | +4.1% | 848 | -4.2% | 0.04% | -15.4% |
| Q2 2016 | $121,000 | +163.0% | 885 | +153.6% | 0.05% | +225.0% |
| Q1 2016 | $46,000 | +12.2% | 349 | +17.5% | 0.02% | +23.1% |
| Q4 2015 | $41,000 | -33.9% | 297 | -36.3% | 0.01% | +44.4% |
| Q3 2015 | $62,000 | -95.3% | 466 | -95.6% | 0.01% | -97.1% |
| Q3 2013 | $1,329,000 | -8.7% | 10,559 | -19.2% | 0.31% | -11.3% |
| Q2 2013 | $1,456,000 | – | 13,061 | – | 0.34% | – |
Download | ||||||
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% |