ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 309 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $43,000 | +4.9% | 266 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $41,000 | +2.5% | 266 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $40,000 | +11.1% | 266 | 0.0% | 0.02% | +5.3% |
| Q2 2016 | $36,000 | -71.2% | 266 | -71.7% | 0.02% | -72.5% |
| Q1 2016 | $125,000 | -4.6% | 940 | 0.0% | 0.07% | -11.5% |
| Q4 2015 | $131,000 | +4.0% | 940 | 0.0% | 0.08% | -6.0% |
| Q3 2015 | $126,000 | -38.8% | 940 | -35.2% | 0.08% | -39.9% |
| Q4 2014 | $206,000 | -8.4% | 1,450 | -12.5% | 0.14% | -11.0% |
| Q4 2013 | $225,000 | -12.8% | 1,658 | -19.0% | 0.16% | -18.0% |
| Q3 2013 | $258,000 | -25.2% | 2,048 | -36.1% | 0.19% | -34.6% |
| Q1 2013 | $345,000 | +13.1% | 3,205 | 0.0% | 0.29% | +2.5% |
| Q4 2012 | $305,000 | – | 3,205 | – | 0.28% | – |
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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% |