Jacobus Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 54 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Jacobus Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$299,000
+1.4%
8,7650.0%0.08%
-2.5%
Q2 2017$295,000
+4.2%
8,7650.0%0.08%
+1.3%
Q1 2017$283,000
+17.9%
8,7650.0%0.08%
+12.9%
Q4 2016$240,000
-47.5%
8,765
-42.8%
0.07%
-47.4%
Q3 2016$457,000
+84.3%
15,335
+75.0%
0.13%
+75.0%
Q2 2016$248,000
+5.1%
8,7650.0%0.08%
+10.1%
Q1 2016$236,000
-0.8%
8,7650.0%0.07%
+1.5%
Q4 2015$238,000
-2.9%
8,7650.0%0.07%
-4.2%
Q3 2015$245,000
-6.5%
8,7650.0%0.07%
+9.2%
Q2 2015$262,000
-4.7%
8,7650.0%0.06%
-8.5%
Q1 2015$275,000
+5.0%
8,7650.0%0.07%
+4.4%
Q4 2014$262,000
+0.8%
8,7650.0%0.07%
-5.6%
Q3 2014$260,000
+2.4%
8,7650.0%0.07%
+10.8%
Q2 2014$254,000
+12.9%
8,7650.0%0.06%
+18.2%
Q1 2014$225,000
+9.2%
8,7650.0%0.06%
-8.3%
Q4 2013$206,000
+12.0%
8,7650.0%0.06%
-6.2%
Q3 2013$184,000
-6.1%
8,7650.0%0.06%
-11.1%
Q2 2013$196,0008,7650.07%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 80,141$3,076,0002.22%
Somerset Capital Management LLP 255,249$9,777,0002.14%
State of Tennessee, Treasury Department 5,522,943$212,026,0001.05%
Curbstone Financial Management Corp 73,570$2,824,0000.74%
Psagot Value Holdings Ltd. 404,277$15,520,0000.63%
BAROMETER CAPITAL MANAGEMENT INC. 95,900$3,682,0000.48%
NewSquare Capital LLC 48,944$1,879,0000.34%
CARRET ASSET MANAGEMENT, LLC 35,175$1,350,0000.21%
WESTWOOD HOLDINGS GROUP INC 459,297$17,632,0000.19%
Beaumont Financial Partners, LLC 44,726$1,717,0000.18%
View complete list of ISHARES TR shareholders