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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $278,000 | +2.2% | 1,385 | 0.0% | 0.24% | +1.7% |
| Q1 2019 | $272,000 | +16.7% | 1,385 | 0.0% | 0.24% | +9.8% |
| Q4 2018 | $233,000 | -21.8% | 1,385 | 0.0% | 0.22% | -7.3% |
| Q3 2018 | $298,000 | +9.2% | 1,385 | +3.7% | 0.23% | +5.5% |
| Q2 2018 | $273,000 | +7.5% | 1,335 | 0.0% | 0.22% | +3.8% |
| Q1 2018 | $254,000 | +2.0% | 1,335 | 0.0% | 0.21% | +0.5% |
| Q4 2017 | $249,000 | -27.0% | 1,335 | -30.0% | 0.21% | -31.9% |
| Q3 2017 | $341,000 | -86.9% | 1,907 | -87.6% | 0.31% | -87.4% |
| Q2 2017 | $2,602,000 | -18.5% | 15,416 | -21.9% | 2.46% | -20.1% |
| Q1 2017 | $3,193,000 | +812.3% | 19,750 | +769.7% | 3.08% | +830.5% |
| Q4 2016 | $350,000 | +69.9% | 2,271 | +64.0% | 0.33% | +63.1% |
| Q3 2016 | $206,000 | +12.0% | 1,385 | 0.0% | 0.20% | +20.1% |
| Q1 2016 | $184,000 | -78.0% | 1,385 | -76.9% | 0.17% | -79.6% |
| Q4 2015 | $835,000 | -6.6% | 5,993 | -10.2% | 0.83% | +3.0% |
| Q3 2015 | $894,000 | +99.6% | 6,674 | +130.1% | 0.80% | +91.9% |
| Q2 2015 | $448,000 | -66.0% | 2,901 | -66.7% | 0.42% | -68.1% |
| Q1 2015 | $1,319,000 | -4.1% | 8,702 | -9.9% | 1.31% | +2.3% |
| Q4 2014 | $1,376,000 | – | 9,661 | – | 1.28% | – |
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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% |