ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 405 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $249,000 | -22.9% | 1,389 | -27.5% | 0.14% | -25.4% |
Q2 2017 | $323,000 | -49.0% | 1,915 | -53.5% | 0.19% | -43.8% |
Q4 2016 | $633,000 | +122.1% | 4,115 | +114.9% | 0.34% | +164.6% |
Q3 2016 | $285,000 | +8.4% | 1,915 | 0.0% | 0.13% | +38.0% |
Q2 2016 | $263,000 | +3.5% | 1,915 | 0.0% | 0.09% | +16.5% |
Q1 2016 | $254,000 | -86.5% | 1,915 | -85.8% | 0.08% | -85.6% |
Q4 2015 | $1,885,000 | -3.0% | 13,533 | -6.7% | 0.55% | -6.6% |
Q3 2015 | $1,944,000 | +50.3% | 14,507 | +59.8% | 0.59% | +77.1% |
Q4 2014 | $1,293,000 | – | 9,079 | – | 0.33% | – |
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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% |