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 2015 | $689,000 | -14.6% | 4,459 | -16.2% | 0.23% | -9.4% |
| Q1 2015 | $807,000 | – | 5,322 | +266000.0% | 0.25% | – |
| Q2 2014 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q1 2014 | $2,518,000 | +78.1% | 18,516 | +60.7% | 0.30% | -32.7% |
| Q3 2013 | $1,414,000 | -6.7% | 11,522 | -15.2% | 0.45% | -20.4% |
| Q2 2013 | $1,515,000 | – | 13,587 | – | 0.57% | – |
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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% |