Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 108 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.

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 Q1 2015
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