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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $57,000 | 0.0% | 390 | 0.0% | 0.02% | -5.9% |
| Q4 2017 | $57,000 | -30.5% | 390 | -33.9% | 0.02% | -39.3% |
| Q3 2017 | $82,000 | +5.1% | 590 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $78,000 | +52.9% | 590 | +18.0% | 0.03% | +7.7% |
| Q3 2014 | $51,000 | -1.9% | 500 | 0.0% | 0.03% | +4.0% |
| Q2 2014 | $52,000 | +4.0% | 500 | 0.0% | 0.02% | +56.2% |
| Q1 2014 | $50,000 | -2.0% | 500 | 0.0% | 0.02% | -11.1% |
| Q4 2013 | $51,000 | – | 500 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 90,523 | $13,129,000 | 7.19% |
| Vontobel Swiss Wealth Advisors AG | 30,364 | $4,404,000 | 2.32% |
| GRIMES & COMPANY, INC. | 138,045 | $20,021,000 | 1.94% |
| Milestone Advisory Partners | 15,114 | $2,192,000 | 1.64% |
| NAVELLIER & ASSOCIATES INC | 68,977 | $10,004,000 | 1.52% |
| PLANNING DIRECTIONS INC | 7,523 | $1,091,000 | 1.07% |
| Stillwater Capital Advisors, LLC | 26,325 | $3,818,000 | 0.92% |
| BREITER CAPITAL MANAGEMENT INC | 3,912 | $567,000 | 0.77% |
| Risk Paradigm Group, LLC | 3,379 | $490,056,000 | 0.62% |
| Prospera Financial Services Inc | 29,566 | $4,284,000 | 0.60% |