ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 387 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $2,347,000 | -21.5% | 13,906 | -24.8% | 0.06% | -21.7% |
| Q1 2017 | $2,989,000 | +92.6% | 18,487 | +83.4% | 0.08% | +118.4% |
| Q4 2016 | $1,552,000 | +139.1% | 10,081 | +131.4% | 0.04% | +153.3% |
| Q3 2016 | $649,000 | -59.5% | 4,356 | -63.9% | 0.02% | -66.7% |
| Q1 2016 | $1,602,000 | -39.9% | 12,078 | -36.9% | 0.04% | 0.0% |
| Q4 2015 | $2,666,000 | +1054.1% | 19,142 | +1180.4% | 0.04% | +1025.0% |
| Q2 2015 | $231,000 | -93.7% | 1,495 | -94.2% | 0.00% | -93.3% |
| Q4 2014 | $3,676,000 | +80.5% | 25,821 | +75.5% | 0.06% | +87.5% |
| Q2 2014 | $2,037,000 | +4.7% | 14,716 | +2.9% | 0.03% | +33.3% |
| Q1 2014 | $1,946,000 | +33.8% | 14,303 | +33.3% | 0.02% | +50.0% |
| Q4 2013 | $1,454,000 | -55.1% | 10,733 | -58.3% | 0.02% | -61.0% |
| Q3 2013 | $3,240,000 | – | 25,745 | – | 0.04% | – |
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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% |