ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 402 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 1.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $29,000 | -96.7% | 28,720 | +444.2% | 0.00% | -99.5% |
| Q2 2017 | $891,000 | +16.3% | 5,277 | +6.0% | 0.39% | +305.2% |
| Q1 2017 | $766,000 | -4.0% | 4,978 | -4.0% | 0.10% | +2.1% |
| Q4 2016 | $798,000 | +37.8% | 5,184 | +13.3% | 0.09% | +77.4% |
| Q1 2016 | $579,000 | -30.9% | 4,574 | -26.9% | 0.05% | -96.7% |
| Q3 2015 | $838,000 | -14.1% | 6,254 | -62.9% | 1.62% | +0.1% |
| Q2 2015 | $975,000 | +52.3% | 16,873 | +299.3% | 1.62% | +255.4% |
| Q1 2015 | $640,000 | +28.3% | 4,226 | +20.6% | 0.46% | +26.9% |
| Q4 2014 | $499,000 | +32.7% | 3,504 | +20.7% | 0.36% | -71.2% |
| Q3 2014 | $376,000 | – | 2,902 | – | 1.25% | – |
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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% |