ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 366 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 5.26 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $26,654,000 | +22.3% | 124,424 | +12.3% | 12.32% | +7.9% |
| Q1 2019 | $21,792,000 | +798.6% | 110,808 | +883.0% | 11.42% | +843.2% |
| Q3 2018 | $2,425,000 | +4.3% | 11,273 | -0.9% | 1.21% | -0.6% |
| Q2 2018 | $2,325,000 | -16.5% | 11,378 | -36.8% | 1.22% | -39.8% |
| Q2 2015 | $2,784,000 | -79.9% | 18,007 | -82.0% | 2.02% | -79.7% |
| Q2 2014 | $13,839,000 | -20.6% | 99,979 | -22.0% | 9.96% | -25.7% |
| Q1 2014 | $17,434,000 | +4.9% | 128,136 | +4.5% | 13.40% | +17.2% |
| Q4 2013 | $16,612,000 | – | 122,586 | – | 11.44% | – |
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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% |