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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $414,000 | -22.2% | 3,934 | -20.3% | 0.15% | -27.7% |
| Q1 2015 | $532,000 | +1.1% | 4,934 | 0.0% | 0.21% | -10.4% |
| Q4 2014 | $526,000 | +5.4% | 4,934 | -0.1% | 0.23% | -5.7% |
| Q3 2014 | $499,000 | +6.9% | 4,939 | +9.5% | 0.24% | +8.4% |
| Q2 2014 | $467,000 | +13.6% | 4,512 | +10.5% | 0.22% | -8.5% |
| Q1 2014 | $411,000 | +204.4% | 4,084 | +175.0% | 0.25% | +182.8% |
| Q3 2013 | $135,000 | +9.8% | 1,485 | 0.0% | 0.09% | -3.3% |
| Q2 2013 | $123,000 | – | 1,485 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 41,704 | $4,422,292 | 3.00% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,334 | 2.11% |
| Modus Advisors, LLC | 43,399 | $4,602,015 | 1.98% |
| EUDAIMONIA ADVISORS LLC | 22,086 | $2,341,982 | 1.57% |
| SOUTHERN CAPITAL ADVISORS, LLC | 18,500 | $1,961,781 | 1.50% |
| Rainsberger Wealth Advisors, Inc. | 19,079 | $2,023,175 | 1.22% |
| PLANNING DIRECTIONS INC | 11,082 | $1,175 | 0.86% |
| Royal Fund Management, LLC | 63,678 | $6,752,473 | 0.84% |
| WEALTH ADVISORS, INC. | 16,356 | $1,764,485 | 0.75% |
| Bray Capital Advisors | 20,824 | $2,208,177 | 0.66% |