Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 80 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$3,000
-99.8%
20
-99.9%
0.00%
-99.9%
Q4 2013$1,976,000
-60.0%
19,491
-64.3%
1.42%
-58.1%
Q3 2013$4,941,000
+68.0%
54,590
+54.0%
3.40%
+43.9%
Q2 2013$2,941,00035,4582.36%
Other shareholders
ISHARES TR shareholders Q2 2013
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders