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 2016 | $1,789,000 | +48.2% | 14,833 | +40.5% | 0.06% | +41.5% |
| Q3 2016 | $1,207,000 | +732.4% | 10,556 | +699.7% | 0.04% | +720.0% |
| Q2 2016 | $145,000 | 0.0% | 1,320 | -2.5% | 0.01% | -16.7% |
| Q1 2016 | $145,000 | -19.0% | 1,354 | -22.1% | 0.01% | -25.0% |
| Q4 2015 | $179,000 | +426.5% | 1,738 | +396.6% | 0.01% | +166.7% |
| Q3 2015 | $34,000 | -58.0% | 350 | -54.4% | 0.00% | -50.0% |
| Q2 2015 | $81,000 | -70.5% | 768 | -69.8% | 0.01% | -68.4% |
| Q1 2015 | $275,000 | +350.8% | 2,546 | +342.0% | 0.02% | +171.4% |
| Q4 2014 | $61,000 | -1.6% | 576 | -5.9% | 0.01% | 0.0% |
| Q3 2014 | $62,000 | -3.1% | 612 | -1.3% | 0.01% | -22.2% |
| Q2 2014 | $64,000 | -48.4% | 620 | -50.0% | 0.01% | 0.0% |
| Q1 2014 | $124,000 | +29.2% | 1,240 | +30.4% | 0.01% | -40.0% |
| Q4 2013 | $96,000 | -20.7% | 951 | -28.9% | 0.02% | -28.6% |
| Q3 2013 | $121,000 | +13.1% | 1,338 | +3.6% | 0.02% | 0.0% |
| Q2 2013 | $107,000 | – | 1,292 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 89,708 | $12,428,000 | 6.90% |
| Vontobel Swiss Wealth Advisors AG | 34,964 | $4,744,000 | 2.89% |
| GRIMES & COMPANY, INC. | 117,844 | $16,326,000 | 1.74% |
| GIRARD SECURITIES, INC. | 7,356 | $1,024,000 | 0.90% |
| Stillwater Capital Advisors, LLC | 24,183 | $3,351,000 | 0.87% |
| FIFTH THIRD SECURITIES, INC. | 12,426 | $1,721,000 | 0.67% |
| Risk Paradigm Group, LLC | 3,938 | $545,570,000 | 0.66% |
| Peachtree Investment Advisors, Inc. | 5,241 | $726,000 | 0.62% |
| Prospera Financial Services Inc | 28,433 | $3,950,000 | 0.60% |
| Ferris Capital, LLC | 6,400 | $887,000 | 0.44% |