ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 492 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $46,000 | -24.6% | 287 | -27.9% | 0.03% | -24.3% |
| Q4 2016 | $61,000 | -79.9% | 398 | -80.4% | 0.04% | -80.3% |
| Q3 2016 | $303,000 | +7.4% | 2,034 | -1.1% | 0.19% | -28.0% |
| Q2 2016 | $282,000 | +3.3% | 2,056 | 0.0% | 0.26% | +0.8% |
| Q1 2016 | $273,000 | -4.5% | 2,056 | 0.0% | 0.26% | -5.5% |
| Q4 2015 | $286,000 | – | 2,056 | – | 0.27% | – |
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% |