Essex Financial Services, Inc. - 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
Essex Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$290,000
-5.5%
1,966
-11.3%
0.07%
-8.0%
Q3 2017$307,000
-2.2%
2,217
-7.1%
0.08%
+13.6%
Q2 2017$314,000
+31.4%
2,386
+25.6%
0.07%
+20.0%
Q1 2017$239,000
-17.0%
1,900
-20.4%
0.06%
-11.3%
Q4 2016$288,000
+5.5%
2,3860.0%0.06%
-4.6%
Q3 2016$273,000
+4.2%
2,3860.0%0.06%
+3.2%
Q2 2016$262,000
+2.7%
2,3860.0%0.06%0.0%
Q1 2016$255,000
+3.7%
2,3860.0%0.06%
+6.8%
Q4 2015$246,000
+7.0%
2,3860.0%0.06%
-1.7%
Q3 2015$230,000
-8.4%
2,3860.0%0.06%
-7.7%
Q2 2015$251,000
-2.3%
2,3860.0%0.06%
-1.5%
Q1 2015$257,000
+1.2%
2,3860.0%0.07%0.0%
Q4 2014$254,000
+5.4%
2,3860.0%0.07%
-8.3%
Q3 2014$241,000
-2.4%
2,3860.0%0.07%
-2.7%
Q2 2014$247,000
+10.8%
2,386
+7.6%
0.07%
+1.4%
Q1 2014$223,000
-0.9%
2,2170.0%0.07%
-3.9%
Q4 2013$225,0002,2170.08%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders