ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 361 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $551,000 | -7.4% | 3,078 | -12.3% | 0.05% | +2.2% |
| Q2 2017 | $595,000 | -19.4% | 3,509 | -24.2% | 0.04% | -19.6% |
| Q1 2017 | $738,000 | -37.4% | 4,631 | -38.7% | 0.06% | -39.1% |
| Q4 2016 | $1,178,000 | +5.1% | 7,559 | -5.8% | 0.09% | +3.4% |
| Q3 2016 | $1,121,000 | -1.2% | 8,027 | +1.8% | 0.09% | +1.1% |
| Q2 2016 | $1,135,000 | -3.0% | 7,886 | -11.5% | 0.09% | -13.7% |
| Q1 2016 | $1,170,000 | -32.7% | 8,914 | -39.9% | 0.10% | -28.7% |
| Q4 2015 | $1,739,000 | +26.8% | 14,829 | +57.6% | 0.14% | +13.5% |
| Q3 2015 | $1,371,000 | -34.0% | 9,409 | -31.8% | 0.13% | -32.6% |
| Q2 2015 | $2,076,000 | +470.3% | 13,803 | +457.5% | 0.19% | +484.4% |
| Q1 2015 | $364,000 | -100.0% | 2,476 | -60.7% | 0.03% | -48.4% |
| Q4 2014 | $877,606,000 | +109463.8% | 6,301 | +2.3% | 0.06% | +1.6% |
| Q3 2014 | $801,000 | -14.1% | 6,157 | -8.5% | 0.06% | -16.4% |
| Q2 2014 | $932,000 | +1.1% | 6,731 | +1.2% | 0.07% | -7.6% |
| Q1 2014 | $922,000 | +2.4% | 6,652 | +0.3% | 0.08% | -1.2% |
| Q4 2013 | $900,000 | +7.3% | 6,635 | +1.5% | 0.08% | -1.2% |
| Q3 2013 | $839,000 | +153.5% | 6,539 | +121.3% | 0.08% | +97.6% |
| Q2 2013 | $331,000 | – | 2,955 | – | 0.04% | – |
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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% |