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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 2,386 | 0.0% | 0.06% | -4.6% |
| Q3 2016 | $273,000 | +4.2% | 2,386 | 0.0% | 0.06% | +3.2% |
| Q2 2016 | $262,000 | +2.7% | 2,386 | 0.0% | 0.06% | 0.0% |
| Q1 2016 | $255,000 | +3.7% | 2,386 | 0.0% | 0.06% | +6.8% |
| Q4 2015 | $246,000 | +7.0% | 2,386 | 0.0% | 0.06% | -1.7% |
| Q3 2015 | $230,000 | -8.4% | 2,386 | 0.0% | 0.06% | -7.7% |
| Q2 2015 | $251,000 | -2.3% | 2,386 | 0.0% | 0.06% | -1.5% |
| Q1 2015 | $257,000 | +1.2% | 2,386 | 0.0% | 0.07% | 0.0% |
| Q4 2014 | $254,000 | +5.4% | 2,386 | 0.0% | 0.07% | -8.3% |
| Q3 2014 | $241,000 | -2.4% | 2,386 | 0.0% | 0.07% | -2.7% |
| Q2 2014 | $247,000 | +10.8% | 2,386 | +7.6% | 0.07% | +1.4% |
| Q1 2014 | $223,000 | -0.9% | 2,217 | 0.0% | 0.07% | -3.9% |
| Q4 2013 | $225,000 | – | 2,217 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 41,024 | $4,325,000 | 3.15% |
| First Citizens Financial Corp | 38,005 | $4,007,000 | 3.01% |
| MinichMacGregor Wealth Management, LLC | 82,130 | $8,658,000 | 2.77% |
| Modus Advisors, LLC | 43,822 | $4,620,000 | 2.03% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,321,000 | 1.92% |
| NEIRG Wealth Management, LLC | 83,210 | $8,773,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 67,194 | $7,084,000 | 1.58% |
| Rainsberger Wealth Advisors, Inc. | 19,819 | $2,089,000 | 1.34% |
| PLANNING DIRECTIONS INC | 15,360 | $1,619,000 | 1.14% |
| EUDAIMONIA ADVISORS LLC | 16,900 | $1,782,000 | 1.02% |