ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 485 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 5.67 and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |