ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 366 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 5.26 and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |