ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 722 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $3,321,000 | -5.4% | 17,230 | -1.4% | 1.23% | -8.9% |
| Q2 2019 | $3,510,000 | +1.7% | 17,475 | -0.5% | 1.36% | +0.7% |
| Q1 2019 | $3,452,000 | +13.9% | 17,554 | -2.8% | 1.34% | -4.9% |
| Q4 2018 | $3,032,000 | +0.1% | 18,053 | +0.3% | 1.41% | -9.5% |
| Q2 2017 | $3,029,000 | -4.9% | 17,999 | -10.9% | 1.56% | -6.5% |
| Q1 2017 | $3,185,000 | -16.3% | 20,203 | -16.9% | 1.67% | -22.5% |
| Q4 2016 | $3,807,000 | -27.6% | 24,298 | -31.6% | 2.16% | -33.4% |
| Q3 2016 | $5,258,000 | – | 35,544 | – | 3.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rinet Co LLC | 162,110 | $32,563,000 | 9.94% |
| Cohen Klingenstein LLC | 668,223 | $134,226,000 | 9.56% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,718,000 | 6.51% |
| Corundum Group, Inc. | 25,869 | $5,196,000 | 5.97% |
| Crestone Asset Management LLC | 84,689 | $17,012,000 | 5.96% |
| Hillcrest Wealth Advisors - NY, LLC | 33,810 | $6,791,000 | 5.72% |
| JOYN Advisors, Inc. | 121,199 | $23,399,000 | 5.26% |
| LBJ Family Wealth Advisors, Ltd. | 33,523 | $6,732,000 | 4.97% |
| Covenant Partners, LLC | 40,806 | $8,197,000 | 4.35% |
| WoodTrust Financial Corp | 44,053 | $8,849,000 | 3.98% |