ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 108 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.90 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 ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |