ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 109 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 5.34 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $205,000 | -6.8% | 1,943 | -4.9% | 0.03% | -6.2% |
| Q1 2015 | $220,000 | 0.0% | 2,043 | -1.2% | 0.03% | -3.0% |
| Q4 2014 | $220,000 | +5.3% | 2,068 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $209,000 | -2.3% | 2,068 | 0.0% | 0.03% | -5.7% |
| Q2 2014 | $214,000 | +2.9% | 2,068 | 0.0% | 0.04% | +25.0% |
| Q1 2014 | $208,000 | – | 2,068 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |