ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 98 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $110,979 | +0.7% | 1,100 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $110,176 | 0.0% | 1,100 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $110,176 | +3.8% | 1,100 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $106,106 | +16.6% | 1,100 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $91,000 | -18.0% | 1,100 | -13.4% | 0.00% | 0.0% |
Q2 2022 | $111,000 | -16.5% | 1,270 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $133,000 | -6.3% | 1,270 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $142,000 | +21.4% | 1,270 | +15.5% | 0.00% | 0.0% |
Q3 2021 | $117,000 | -3.3% | 1,100 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $121,000 | +5.2% | 1,100 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $115,000 | +9.5% | 1,100 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $105,000 | +15.4% | 1,100 | +100.0% | 0.00% | 0.0% |
Q3 2020 | $91,000 | +11.0% | 550 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $82,000 | -9.9% | 550 | 0.0% | 0.00% | – |
Q1 2020 | $91,000 | 0.0% | 550 | 0.0% | 0.00% | – |
Q4 2019 | $91,000 | +5.8% | 550 | 0.0% | 0.00% | – |
Q3 2019 | $86,000 | 0.0% | 550 | 0.0% | 0.00% | – |
Q2 2019 | $86,000 | +3.6% | 550 | 0.0% | 0.00% | – |
Q1 2019 | $83,000 | +20.3% | 550 | 0.0% | 0.00% | – |
Q4 2018 | $69,000 | -13.8% | 550 | 0.0% | 0.00% | – |
Q1 2018 | $80,000 | 0.0% | 550 | 0.0% | 0.00% | – |
Q4 2017 | $80,000 | +6.7% | 550 | 0.0% | 0.00% | – |
Q3 2017 | $75,000 | +8.7% | 550 | 0.0% | 0.00% | – |
Q2 2017 | $69,000 | 0.0% | 550 | 0.0% | 0.00% | – |
Q1 2017 | $69,000 | +4.5% | 550 | 0.0% | 0.00% | – |
Q4 2016 | $66,000 | +6.5% | 550 | 0.0% | 0.00% | – |
Q3 2016 | $62,000 | +3.3% | 550 | 0.0% | 0.00% | – |
Q2 2016 | $60,000 | +3.4% | 550 | 0.0% | 0.00% | – |
Q1 2016 | $58,000 | +3.6% | 550 | 0.0% | 0.00% | – |
Q4 2015 | $56,000 | +5.7% | 550 | 0.0% | 0.00% | – |
Q3 2015 | $53,000 | +152.4% | 550 | +175.0% | 0.00% | – |
Q2 2015 | $21,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q1 2015 | $21,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q4 2014 | $21,000 | +5.0% | 200 | 0.0% | 0.00% | – |
Q3 2014 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q2 2014 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q1 2014 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q4 2013 | $20,000 | +11.1% | 200 | 0.0% | 0.00% | – |
Q3 2013 | $18,000 | +12.5% | 200 | 0.0% | 0.00% | – |
Q2 2013 | $16,000 | – | 200 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
New England Investment & Retirement Group, Inc. | 90,523 | $13,129,000 | 7.19% |
Vontobel Swiss Wealth Advisors AG | 30,364 | $4,404,000 | 2.32% |
GRIMES & COMPANY, INC. | 138,045 | $20,021,000 | 1.94% |
Milestone Advisory Partners | 15,114 | $2,192,000 | 1.64% |
NAVELLIER & ASSOCIATES INC | 68,977 | $10,004,000 | 1.52% |
PLANNING DIRECTIONS INC | 7,523 | $1,091,000 | 1.07% |
Stillwater Capital Advisors, LLC | 26,325 | $3,818,000 | 0.92% |
BREITER CAPITAL MANAGEMENT INC | 3,912 | $567,000 | 0.77% |
Risk Paradigm Group, LLC | 3,379 | $490,056,000 | 0.62% |
Prospera Financial Services Inc | 29,566 | $4,284,000 | 0.60% |