Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 156 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$53,0000.0%3200.0%0.00%0.0%
Q3 2020$53,000
+10.4%
3200.0%0.00%0.0%
Q2 2020$48,000
+118.2%
320
+77.8%
0.00%
+100.0%
Q1 2020$22,000
+144.4%
180
+239.6%
0.00%
Q4 2019$9,000
+12.5%
530.0%0.00%
Q3 2019$8,0000.0%530.0%0.00%
Q2 2019$8,0000.0%530.0%0.00%
-100.0%
Q1 2019$8,000
+14.3%
530.0%0.00%
Q4 2018$7,000
-53.3%
53
-39.8%
0.00%
-100.0%
Q3 2018$15,000
-6.2%
88
-22.1%
0.00%0.0%
Q2 2018$16,000
+100.0%
113
+113.2%
0.00%
Q1 2018$8,0000.0%530.0%0.00%
Q4 2017$8,000
+14.3%
530.0%0.00%
Q2 2017$7,0000.0%530.0%0.00%
-100.0%
Q1 2017$7,000
+16.7%
530.0%0.00%0.0%
Q4 2016$6,0000.0%530.0%0.00%0.0%
Q3 2016$6,000
-33.3%
53
-37.6%
0.00%0.0%
Q2 2016$9,000
+50.0%
85
+60.4%
0.00%0.0%
Q1 2016$6,000
+20.0%
530.0%0.00%0.0%
Q4 2015$5,0000.0%530.0%0.00%0.0%
Q3 2015$5,000530.00%
Other shareholders
ISHARES TR shareholders Q1 2019
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