Watermark Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 153 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2018
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 168,460$16,357,0003.81%
MAGNOLIA CAPITAL MANAGEMENT LTD 67,328$6,538,0003.37%
First Citizens Financial Corp 38,390$3,728,0003.25%
MORGAN JESS S & CO INC 40,800$3,962,0003.16%
MinichMacGregor Wealth Management, LLC 73,161$7,103,0002.89%
Modus Advisors, LLC 42,772$4,153,0002.15%
Kesler, Norman & Wride, LLC 67,732$6,577,0001.83%
Cadent Capital Advisors, LLC 36,231$3,518,0001.73%
Frank, Rimerman Advisors LLC 26,416$2,564,9941.16%
Stillwater Capital Advisors, LLC 36,615$3,555,0000.68%
View complete list of ISHARES TR shareholders