SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 106 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$83,608
-5.0%
7000.0%0.00%0.0%
Q1 2024$87,997
+9.9%
7000.0%0.00%0.0%
Q4 2023$80,052
+13.4%
7000.0%0.00%0.0%
Q3 2023$70,623
-4.9%
7000.0%0.00%0.0%
Q2 2023$74,228
+5.9%
7000.0%0.00%0.0%
Q1 2023$70,112
+3.8%
7000.0%0.00%0.0%
Q4 2022$67,522
+14.4%
7000.0%0.00%0.0%
Q3 2022$59,000
-4.8%
7000.0%0.00%0.0%
Q2 2022$62,000
-16.2%
7000.0%0.00%0.0%
Q1 2022$74,000
-6.3%
7000.0%0.00%0.0%
Q4 2021$79,000
+5.3%
7000.0%0.00%
-33.3%
Q3 2021$75,000
-3.8%
7000.0%0.00%0.0%
Q2 2021$78,000
+5.4%
7000.0%0.00%0.0%
Q1 2021$74,000
+8.8%
7000.0%0.00%0.0%
Q4 2020$68,000
+15.3%
700
+100.0%
0.00%0.0%
Q3 2020$59,000
+11.3%
3500.0%0.00%0.0%
Q2 2020$53,000
+23.3%
3500.0%0.00%
-25.0%
Q1 2020$43,000
-86.9%
350
-82.1%
0.00%
-83.3%
Q4 2019$327,000
+483.9%
1,950
+457.1%
0.02%
+380.0%
Q3 2019$56,000
+229.4%
350
+112.1%
0.01%
-28.6%
Q1 2014$17,000
+30.8%
165
+12.2%
0.01%
+16.7%
Q3 2013$13,0001470.01%
Other shareholders
ISHARES TR shareholders Q1 2014
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