Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 98 filers reported holding ISHARES TR in Q3 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 Q3 2013
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders