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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $1,527,000 | +21.7% | 9,880 | +19.3% | 1.90% | +125.2% |
| Q1 2015 | $1,255,000 | +65.1% | 8,280 | +55.1% | 0.84% | +110.5% |
| Q4 2014 | $760,000 | +18.9% | 5,340 | +8.3% | 0.40% | +35.9% |
| Q3 2014 | $639,000 | -9.5% | 4,930 | -3.3% | 0.30% | +3.5% |
| Q2 2014 | $706,000 | +10.8% | 5,100 | +9.0% | 0.28% | +1.8% |
| Q1 2014 | $637,000 | +7.8% | 4,680 | +7.3% | 0.28% | +15.2% |
| Q4 2013 | $591,000 | +7.3% | 4,360 | -0.5% | 0.24% | -4.7% |
| Q3 2013 | $551,000 | +22.2% | 4,380 | +8.4% | 0.26% | +14.3% |
| Q2 2013 | $451,000 | – | 4,040 | – | 0.22% | – |
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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% |