Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 430 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 7.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$675,000
-4.4%
3,616
-8.3%
0.03%
-12.8%
Q3 2017$706,000
+14.1%
3,943
+7.5%
0.04%
+11.4%
Q2 2017$619,000
+2.8%
3,669
-1.5%
0.04%0.0%
Q1 2017$602,000
+7.7%
3,723
+2.4%
0.04%0.0%
Q4 2016$559,000
+0.4%
3,634
-2.9%
0.04%
-2.8%
Q3 2016$557,000
+5.7%
3,742
-2.7%
0.04%0.0%
Q2 2016$527,000
+14.6%
3,844
+10.7%
0.04%
+9.1%
Q1 2016$460,000
-15.6%
3,472
-11.3%
0.03%
-19.5%
Q4 2015$545,000
-71.4%
3,915
-80.9%
0.04%
-78.9%
Q3 2015$1,907,000
+258.5%
20,444
+494.0%
0.19%
+252.7%
Q2 2015$532,000
-13.9%
3,442
-15.6%
0.06%
-19.1%
Q1 2015$618,000
+6.6%
4,077
+0.1%
0.07%
-9.3%
Q4 2014$580,000
+6.4%
4,072
-3.1%
0.08%
-21.9%
Q3 2014$545,000
-9.2%
4,203
-3.0%
0.10%
-5.0%
Q2 2014$600,000
-6.2%
4,335
-7.9%
0.10%
-26.3%
Q1 2014$640,000
-52.4%
4,705
-52.6%
0.14%
-59.0%
Q4 2013$1,344,000
-3.1%
9,918
-10.0%
0.33%
-15.7%
Q3 2013$1,387,000
-4.5%
11,025
-15.4%
0.40%
-19.8%
Q2 2013$1,453,000
+18.5%
13,030
+14.4%
0.49%
+20.8%
Q1 2013$1,226,00011,3940.41%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Cohen Klingenstein LLC 678,065$109,616,00017.54%
Rinet Co LLC 138,836$22,444,00010.21%
Corundum Group, Inc. 33,610$5,433,0006.85%
Bishop & Co Investment Management, LLC 45,018$7,278,0006.66%
Crestone Asset Management LLC 81,495$13,174,0005.93%
BARING ASSET MANAGEMENT Ltd 514,376$82,917,0005.80%
Barber Financial Group, Inc. 90,982$14,708,0005.03%
JOYN Advisors, Inc. 95,172$15,385,0005.02%
LBJ Family Wealth Advisors, Ltd. 32,710$5,288,0005.02%
Ken Stern & Associates, Inc. 62,534$10,300,0004.83%
View complete list of ISHARES TR shareholders