ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $150,828 | -4.9% | 1,495 | 0.0% | 0.24% | +3.0% |
| Q2 2023 | $158,528 | +5.9% | 1,495 | 0.0% | 0.24% | 0.0% |
| Q1 2023 | $149,737 | +3.8% | 1,495 | 0.0% | 0.24% | +4.4% |
| Q4 2022 | $144,205 | +13.5% | 1,495 | -1.6% | 0.23% | +0.9% |
| Q3 2022 | $127,000 | -5.2% | 1,520 | 0.0% | 0.22% | -1.3% |
| Q2 2022 | $134,000 | -28.7% | 1,520 | -14.6% | 0.23% | -16.5% |
| Q1 2022 | $188,000 | -6.5% | 1,780 | 0.0% | 0.27% | -2.2% |
| Q4 2021 | $201,000 | – | 1,780 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 31,570 | $4,897,000 | 2.33% |
| Ameritas Investment Company, LLC | 15,367 | $2,432,000 | 1.15% |
| PLANNING DIRECTIONS INC | 5,347 | $846,000 | 0.86% |
| Stillwater Capital Advisors, LLC | 20,417 | $3,231,000 | 0.80% |
| BAROMETER CAPITAL MANAGEMENT INC. | 26,800 | $4,241,000 | 0.55% |
| NAVELLIER & ASSOCIATES INC | 20,815 | $3,294,000 | 0.51% |
| Shulman DeMeo Asset Management LLC | 8,724 | $1,381,000 | 0.51% |
| Osborn Williams & Donohoe LLC | 28,717 | $4,545,000 | 0.47% |
| FIFTH THIRD SECURITIES, INC. | 9,227 | $1,460,000 | 0.39% |
| BigSur Wealth Management LLC | 3,420 | $544,000 | 0.38% |