ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 603 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 32.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $16,968,000 | +1.4% | 89,036 | -0.6% | 4.38% | -3.2% |
| Q4 2017 | $16,729,000 | +4.3% | 89,605 | -0.1% | 4.53% | -4.4% |
| Q3 2017 | $16,047,000 | +6.8% | 89,667 | +0.7% | 4.74% | +5.0% |
| Q2 2017 | $15,031,000 | +4.2% | 89,061 | -0.2% | 4.51% | +0.9% |
| Q1 2017 | $14,422,000 | +13.0% | 89,211 | +7.6% | 4.47% | +5.1% |
| Q4 2016 | $12,767,000 | +2.5% | 82,934 | -0.9% | 4.25% | +1.6% |
| Q3 2016 | $12,460,000 | +8.3% | 83,679 | -0.2% | 4.18% | -3.0% |
| Q2 2016 | $11,505,000 | +20.3% | 83,868 | +16.3% | 4.31% | +10.6% |
| Q1 2016 | $9,564,000 | -3.9% | 72,086 | +1.0% | 3.90% | -3.9% |
| Q4 2015 | $9,952,000 | +3.0% | 71,390 | -1.0% | 4.06% | -5.4% |
| Q3 2015 | $9,661,000 | -13.5% | 72,110 | -0.3% | 4.29% | -9.2% |
| Q2 2015 | $11,175,000 | +3.4% | 72,293 | +1.4% | 4.73% | +2.3% |
| Q1 2015 | $10,805,000 | +5.6% | 71,298 | -0.8% | 4.62% | +8.3% |
| Q4 2014 | $10,229,000 | +10.6% | 71,844 | +0.8% | 4.27% | +9.2% |
| Q3 2014 | $9,245,000 | -6.3% | 71,282 | -0.0% | 3.91% | -6.3% |
| Q2 2014 | $9,868,000 | +1.6% | 71,293 | -0.1% | 4.17% | -5.2% |
| Q1 2014 | $9,710,000 | +3.2% | 71,366 | +2.8% | 4.40% | +4.0% |
| Q4 2013 | $9,406,000 | +7.5% | 69,414 | -0.2% | 4.23% | -5.1% |
| Q3 2013 | $8,750,000 | +14.2% | 69,533 | +1.2% | 4.46% | +7.0% |
| Q2 2013 | $7,662,000 | – | 68,715 | – | 4.16% | – |
Download | ||||||
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% |