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 | $1,439,297 | -9.9% | 14,266 | -5.3% | 0.29% | -4.9% |
| Q2 2023 | $1,597,387 | +108788.0% | 15,064 | +2.9% | 0.30% | -8.4% |
| Q1 2023 | $1,467 | -0.8% | 14,642 | -4.5% | 0.33% | +5.0% |
| Q4 2022 | $1,479 | -99.9% | 15,334 | -24.7% | 0.32% | -14.6% |
| Q3 2022 | $1,705,000 | -13.1% | 20,356 | -8.5% | 0.37% | -10.4% |
| Q2 2022 | $1,962,000 | -19.8% | 22,258 | -4.0% | 0.41% | +2.0% |
| Q1 2022 | $2,445,000 | -45.6% | 23,188 | -41.8% | 0.41% | -43.4% |
| Q4 2021 | $4,494,000 | +4.4% | 39,859 | -0.7% | 0.72% | -4.3% |
| Q3 2021 | $4,303,000 | -5.6% | 40,157 | -2.1% | 0.75% | -5.1% |
| Q2 2021 | $4,558,000 | +5.9% | 41,017 | +0.7% | 0.79% | +0.4% |
| Q1 2021 | $4,306,000 | +84.3% | 40,741 | +69.4% | 0.79% | +85.4% |
| Q4 2020 | $2,336,000 | +668.4% | 24,054 | +1223.8% | 0.42% | +562.5% |
| Q3 2020 | $304,000 | – | 1,817 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Millennium Group LLC | 34,391 | $3,444,679 | 3.46% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,205 | 2.07% |
| Modus Advisors, LLC | 43,405 | $4,347,408 | 2.00% |
| EUDAIMONIA ADVISORS LLC | 23,469 | $2,350,613 | 1.58% |
| SOUTHERN CAPITAL ADVISORS, LLC | 17,716 | $1,774,434 | 1.31% |
| Rainsberger Wealth Advisors, Inc. | 19,421 | $1,945,168 | 1.15% |
| PLANNING DIRECTIONS INC | 11,557 | $1,158 | 0.86% |
| WEALTH ADVISORS, INC. | 16,961 | $1,673,321 | 0.80% |
| Frank, Rimerman Advisors LLC | 25,616 | $2,565,699 | 0.71% |
| Bray Capital Advisors | 20,824 | $2,085,732 | 0.61% |