RAND WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 124 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RAND WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$393,000
+8.6%
2,5200.0%0.04%
+10.0%
Q2 2018$362,000
-0.8%
2,5200.0%0.04%
-2.4%
Q1 2018$365,000
-1.6%
2,5200.0%0.04%0.0%
Q4 2017$371,000
-2.9%
2,520
-8.7%
0.04%
-6.8%
Q3 2017$382,000
+5.2%
2,7600.0%0.04%
-10.2%
Q2 2017$363,000
+4.3%
2,7600.0%0.05%
+16.7%
Q1 2017$348,000
+4.5%
2,7600.0%0.04%0.0%
Q4 2016$333,000
+5.4%
2,7600.0%0.04%
+2.4%
Q3 2016$316,000
+4.3%
2,7600.0%0.04%0.0%
Q2 2016$303,000
+2.7%
2,7600.0%0.04%0.0%
Q1 2016$295,000
+3.9%
2,7600.0%0.04%
+2.5%
Q4 2015$284,000
-9.0%
2,760
-14.8%
0.04%
-13.0%
Q3 2015$312,000
-8.5%
3,2400.0%0.05%0.0%
Q2 2015$341,000
-2.3%
3,2400.0%0.05%
-2.1%
Q1 2015$349,000
+2.0%
3,2400.0%0.05%0.0%
Q4 2014$342,000
+4.3%
3,2400.0%0.05%
-2.1%
Q3 2014$328,000
+39.0%
3,240
+42.1%
0.05%
+41.2%
Q2 2014$236,000
-27.6%
2,280
-29.6%
0.03%
-39.3%
Q1 2014$326,000
-0.6%
3,2400.0%0.06%
-3.4%
Q4 2013$328,000
+11.9%
3,2400.0%0.06%0.0%
Q3 2013$293,000
+8.9%
3,2400.0%0.06%
-1.7%
Q2 2013$269,0003,2400.06%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
First Citizens Financial Corp 41,704$4,422,2923.00%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,3342.11%
Modus Advisors, LLC 43,399$4,602,0151.98%
EUDAIMONIA ADVISORS LLC 22,086$2,341,9821.57%
SOUTHERN CAPITAL ADVISORS, LLC 18,500$1,961,7811.50%
Rainsberger Wealth Advisors, Inc. 19,079$2,023,1751.22%
PLANNING DIRECTIONS INC 11,082$1,1750.86%
Royal Fund Management, LLC 63,678$6,752,4730.84%
WEALTH ADVISORS, INC. 16,356$1,764,4850.75%
Bray Capital Advisors 20,824$2,208,1770.66%
View complete list of ISHARES TR shareholders