ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 107 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $306,000 | +5.2% | 1,934 | +0.8% | 0.04% | +6.1% |
| Q1 2019 | $291,000 | +19.8% | 1,919 | +1.3% | 0.03% | +10.0% |
| Q4 2018 | $243,000 | -24.5% | 1,894 | -8.2% | 0.03% | -9.1% |
| Q3 2018 | $322,000 | +9.5% | 2,064 | +1.0% | 0.03% | +3.1% |
| Q2 2018 | $294,000 | -10.1% | 2,044 | -9.3% | 0.03% | -11.1% |
| Q1 2018 | $327,000 | -0.9% | 2,254 | +0.7% | 0.04% | 0.0% |
| Q4 2017 | $330,000 | +5.8% | 2,239 | -0.4% | 0.04% | +2.9% |
| Q3 2017 | $312,000 | +8.0% | 2,249 | +2.5% | 0.04% | +9.4% |
| Q2 2017 | $289,000 | +3.6% | 2,194 | -0.9% | 0.03% | +3.2% |
| Q1 2017 | $279,000 | +29.8% | 2,214 | +24.1% | 0.03% | +24.0% |
| Q4 2016 | $215,000 | +3.9% | 1,784 | -1.7% | 0.02% | -10.7% |
| Q3 2016 | $207,000 | -6.8% | 1,814 | -15.8% | 0.03% | -9.7% |
| Q4 2015 | $222,000 | -7.5% | 2,155 | -13.5% | 0.03% | -11.4% |
| Q3 2015 | $240,000 | -17.5% | 2,490 | -9.8% | 0.04% | -10.3% |
| Q2 2015 | $291,000 | -3.6% | 2,760 | -1.4% | 0.04% | 0.0% |
| Q1 2015 | $302,000 | -5.0% | 2,800 | -6.0% | 0.04% | -4.9% |
| Q4 2014 | $318,000 | +2.6% | 2,980 | -2.8% | 0.04% | -24.1% |
| Q3 2014 | $310,000 | -13.4% | 3,065 | -11.3% | 0.05% | -11.5% |
| Q2 2014 | $358,000 | +7.8% | 3,455 | +4.9% | 0.06% | +1.7% |
| Q1 2014 | $332,000 | -35.9% | 3,295 | -35.5% | 0.06% | -34.8% |
| Q4 2013 | $518,000 | +18.8% | 5,110 | +6.1% | 0.09% | +8.2% |
| Q3 2013 | $436,000 | +30.5% | 4,815 | +19.6% | 0.08% | +28.8% |
| Q2 2013 | $334,000 | – | 4,025 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 39,717 | $4,007,048 | 2.82% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,221 | 2.16% |
| Modus Advisors, LLC | 43,496 | $4,388,297 | 1.91% |
| SOUTHERN CAPITAL ADVISORS, LLC | 18,411 | $1,857,525 | 1.54% |
| Royal Fund Management, LLC | 88,259 | $8,904,464 | 1.20% |
| Rainsberger Wealth Advisors, Inc. | 19,016 | $1,918,560 | 1.18% |
| EUDAIMONIA ADVISORS LLC | 13,460 | $1,357,963 | 0.95% |
| PLANNING DIRECTIONS INC | 10,790 | $1,089 | 0.83% |
| WEALTH ADVISORS, INC. | 16,356 | $1,650,157 | 0.74% |
| Shulman DeMeo Asset Management LLC | 19,194 | $1,936,460 | 0.65% |