ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 353 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2014 | $13,842,000 | -6.7% | 100,002 | -8.3% | 0.48% | -12.1% |
| Q1 2014 | $14,841,000 | +11.8% | 109,080 | +11.3% | 0.54% | +11.2% |
| Q4 2013 | $13,275,000 | +15.4% | 97,962 | +7.2% | 0.49% | +5.6% |
| Q3 2013 | $11,501,000 | +26.0% | 91,389 | +11.6% | 0.46% | +16.9% |
| Q2 2013 | $9,129,000 | – | 81,871 | – | 0.40% | – |
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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% |