ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 475 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | +16.7% | 45 | 0.0% | 0.00% | +33.3% |
| Q2 2016 | $6,000 | +100.0% | 45 | +95.7% | 0.00% | +50.0% |
| Q1 2016 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $3,000 | -25.0% | 23 | 0.0% | 0.00% | -33.3% |
| Q2 2015 | $4,000 | +33.3% | 23 | 0.0% | 0.00% | +50.0% |
| Q1 2015 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,000 | -78.6% | 23 | -77.7% | 0.00% | -83.3% |
| Q4 2013 | $14,000 | – | 103 | – | 0.01% | – |
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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% |