Destination Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 107 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$56,000
+3.7%
3570.0%0.00%0.0%
Q1 2019$54,000
+20.0%
357
+2.6%
0.00%0.0%
Q4 2018$45,000
-6.2%
348
+12.3%
0.00%0.0%
Q3 2018$48,000
+6.7%
3100.0%0.00%0.0%
Q2 2018$45,0000.0%3100.0%0.00%0.0%
Q1 2018$45,000
-97.6%
310
-98.3%
0.00%
-98.3%
Q1 2016$1,881,0000.0%18,2740.0%0.18%0.0%
Q4 2015$1,881,000
-7.7%
18,274
-13.6%
0.18%
-20.4%
Q3 2015$2,039,000
-28.7%
21,143
-22.2%
0.23%
+19.6%
Q2 2015$2,861,000
+24.6%
27,160
+27.6%
0.19%
-24.1%
Q1 2015$2,297,000
+0.5%
21,290
-0.7%
0.25%
+7.8%
Q4 2014$2,285,000
+7.6%
21,440
+1.9%
0.23%
+4.1%
Q3 2014$2,124,000
-4.8%
21,036
-2.3%
0.22%
-3.5%
Q2 2014$2,230,000
+2.2%
21,526
-0.8%
0.23%
-1.7%
Q1 2014$2,183,000
-1.0%
21,696
-0.2%
0.23%
+1.3%
Q4 2013$2,204,000
+9.8%
21,744
-2.0%
0.23%
-0.4%
Q3 2013$2,007,000
+8.2%
22,179
-0.9%
0.23%
+2.2%
Q2 2013$1,855,000
-48.6%
22,374
-49.4%
0.23%
+4.6%
Q1 2013$3,608,00044,1840.22%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 89,708$12,428,0006.90%
Vontobel Swiss Wealth Advisors AG 34,964$4,744,0002.89%
GRIMES & COMPANY, INC. 117,844$16,326,0001.74%
GIRARD SECURITIES, INC. 7,356$1,024,0000.90%
Stillwater Capital Advisors, LLC 24,183$3,351,0000.87%
FIFTH THIRD SECURITIES, INC. 12,426$1,721,0000.67%
Risk Paradigm Group, LLC 3,938$545,570,0000.66%
Peachtree Investment Advisors, Inc. 5,241$726,0000.62%
Prospera Financial Services Inc 28,433$3,950,0000.60%
Ferris Capital, LLC 6,400$887,0000.44%
View complete list of ISHARES TR shareholders