ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 430 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 7.03 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |