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 2018 | $1,034,000 | +2.9% | 7,199 | +3.9% | 0.14% | -0.7% |
| Q1 2018 | $1,005,000 | +18.7% | 6,931 | +20.6% | 0.14% | +16.0% |
| Q4 2017 | $847,000 | +98.8% | 5,748 | +86.8% | 0.12% | +89.4% |
| Q3 2017 | $426,000 | +7.8% | 3,077 | +2.5% | 0.07% | +15.8% |
| Q2 2017 | $395,000 | +8.5% | 3,001 | +3.9% | 0.06% | +3.6% |
| Q1 2017 | $364,000 | +34.8% | 2,888 | +28.8% | 0.06% | +31.0% |
| Q4 2016 | $270,000 | +31.7% | 2,243 | +15.2% | 0.04% | +31.2% |
| Q2 2015 | $205,000 | -21.2% | 1,947 | -19.1% | 0.03% | -22.0% |
| Q1 2015 | $260,000 | +6.6% | 2,407 | +5.3% | 0.04% | +95.2% |
| Q4 2014 | $244,000 | +9.4% | 2,285 | +3.6% | 0.02% | 0.0% |
| Q3 2014 | $223,000 | -2.2% | 2,205 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $228,000 | +5.6% | 2,205 | +2.6% | 0.02% | 0.0% |
| Q1 2014 | $216,000 | -47.2% | 2,150 | -46.7% | 0.02% | -67.7% |
| Q4 2013 | $409,000 | +17.2% | 4,033 | +4.5% | 0.06% | +14.0% |
| Q3 2013 | $349,000 | – | 3,861 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 39,717 | $4,007,048 | 2.82% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,221 | 2.16% |
| Modus Advisors, LLC | 43,496 | $4,388,297 | 1.91% |
| SOUTHERN CAPITAL ADVISORS, LLC | 18,411 | $1,857,525 | 1.54% |
| Royal Fund Management, LLC | 88,259 | $8,904,464 | 1.20% |
| Rainsberger Wealth Advisors, Inc. | 19,016 | $1,918,560 | 1.18% |
| EUDAIMONIA ADVISORS LLC | 13,460 | $1,357,963 | 0.95% |
| PLANNING DIRECTIONS INC | 10,790 | $1,089 | 0.83% |
| WEALTH ADVISORS, INC. | 16,356 | $1,650,157 | 0.74% |
| Shulman DeMeo Asset Management LLC | 19,194 | $1,936,460 | 0.65% |