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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $537,000 | -26.8% | 4,085 | -30.0% | 0.02% | -25.0% |
| Q1 2017 | $734,000 | -0.7% | 5,832 | -4.9% | 0.02% | +11.1% |
| Q4 2016 | $739,000 | -5.5% | 6,130 | -10.3% | 0.02% | -5.3% |
| Q3 2016 | $782,000 | -45.2% | 6,836 | -47.4% | 0.02% | -36.7% |
| Q2 2016 | $1,428,000 | +57.6% | 12,991 | +53.4% | 0.03% | +15.4% |
| Q1 2016 | $906,000 | +62.1% | 8,467 | +55.8% | 0.03% | +160.0% |
| Q4 2015 | $559,000 | -15.7% | 5,433 | -20.9% | 0.01% | -9.1% |
| Q3 2015 | $663,000 | +12.9% | 6,872 | +23.3% | 0.01% | +10.0% |
| Q2 2015 | $587,000 | -49.2% | 5,574 | -48.0% | 0.01% | -56.5% |
| Q1 2015 | $1,155,000 | +146.8% | 10,711 | +144.0% | 0.02% | +187.5% |
| Q4 2014 | $468,000 | -73.8% | 4,389 | -74.5% | 0.01% | -71.4% |
| Q2 2014 | $1,783,000 | +97.9% | 17,207 | +92.1% | 0.03% | +154.5% |
| Q1 2014 | $901,000 | -35.6% | 8,958 | -42.1% | 0.01% | -38.9% |
| Q3 2013 | $1,400,000 | – | 15,475 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 41,704 | $4,422,292 | 3.00% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,334 | 2.11% |
| Modus Advisors, LLC | 43,399 | $4,602,015 | 1.98% |
| EUDAIMONIA ADVISORS LLC | 22,086 | $2,341,982 | 1.57% |
| SOUTHERN CAPITAL ADVISORS, LLC | 18,500 | $1,961,781 | 1.50% |
| Rainsberger Wealth Advisors, Inc. | 19,079 | $2,023,175 | 1.22% |
| PLANNING DIRECTIONS INC | 11,082 | $1,175 | 0.86% |
| Royal Fund Management, LLC | 63,678 | $6,752,473 | 0.84% |
| WEALTH ADVISORS, INC. | 16,356 | $1,764,485 | 0.75% |
| Bray Capital Advisors | 20,824 | $2,208,177 | 0.66% |