Watermark Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 152 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Watermark Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$29,000
-17.1%
2220.0%0.01%
-7.1%
Q3 2018$35,000
+9.4%
2220.0%0.01%0.0%
Q2 2018$32,0000.0%2220.0%0.01%
+7.7%
Q1 2018$32,000
-23.8%
222
-22.6%
0.01%
-27.8%
Q4 2017$42,000
-6.7%
287
-12.2%
0.02%
-10.0%
Q3 2017$45,000
+4.7%
3270.0%0.02%
+5.3%
Q2 2017$43,000
+4.9%
3270.0%0.02%0.0%
Q1 2017$41,0003270.02%
Other shareholders
ISHARES TR shareholders Q4 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