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 | $777,156 | -4.7% | 7,703 | +0.1% | 0.01% | -11.1% |
| Q2 2023 | $815,872 | -0.8% | 7,694 | -6.3% | 0.01% | 0.0% |
| Q1 2023 | $822,714 | +7.6% | 8,214 | +3.6% | 0.01% | 0.0% |
| Q4 2022 | $764,928 | +17.7% | 7,930 | +2.2% | 0.01% | 0.0% |
| Q3 2022 | $650,000 | -44.2% | 7,756 | -41.3% | 0.01% | -40.0% |
| Q2 2022 | $1,164,000 | -17.6% | 13,203 | -1.5% | 0.02% | 0.0% |
| Q1 2022 | $1,413,000 | -4.4% | 13,403 | +2.2% | 0.02% | -6.2% |
| Q4 2021 | $1,478,000 | +5.2% | 13,109 | -0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,405,000 | -40.0% | 13,113 | -43.4% | 0.02% | -79.7% |
| Q3 2014 | $2,342,000 | +19.0% | 23,166 | +21.9% | 0.08% | +17.9% |
| Q2 2014 | $1,968,000 | +12200.0% | 19,003 | +11776.9% | 0.07% | +6600.0% |
| Q1 2014 | $16,000 | -98.9% | 160 | -98.9% | 0.00% | -98.1% |
| Q4 2013 | $1,452,000 | +24.7% | 14,331 | +11.4% | 0.05% | +3.8% |
| Q3 2013 | $1,164,000 | +114.4% | 12,865 | +96.1% | 0.05% | +100.0% |
| Q2 2013 | $543,000 | – | 6,559 | – | 0.03% | – |
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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% |