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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $5,958,000 | +5.8% | 57,892 | -0.9% | 2.34% | -3.3% |
| Q3 2015 | $5,634,000 | -9.4% | 58,417 | -1.1% | 2.42% | +38.9% |
| Q2 2015 | $6,221,000 | -5.9% | 59,059 | -3.6% | 1.74% | -4.0% |
| Q1 2015 | $6,608,000 | -1.1% | 61,261 | -2.2% | 1.82% | -6.5% |
| Q4 2014 | $6,679,000 | +26.0% | 62,656 | +19.6% | 1.94% | +26.4% |
| Q3 2014 | $5,299,000 | -5.8% | 52,394 | -3.5% | 1.54% | -2.3% |
| Q2 2014 | $5,623,000 | +2.5% | 54,272 | -0.5% | 1.57% | -5.6% |
| Q1 2014 | $5,485,000 | -1.1% | 54,520 | -0.3% | 1.67% | -3.9% |
| Q4 2013 | $5,545,000 | +10.2% | 54,695 | -1.6% | 1.73% | -3.0% |
| Q3 2013 | $5,032,000 | +8.6% | 55,590 | -0.5% | 1.79% | -0.3% |
| Q2 2013 | $4,635,000 | – | 55,890 | – | 1.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |