ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,995,159 | -1.2% | 39,599 | +3.8% | 0.00% | 0.0% |
| Q2 2023 | $4,045,699 | -6.4% | 38,153 | -11.6% | 0.00% | -25.0% |
| Q1 2023 | $4,320,889 | -17.0% | 43,140 | -20.1% | 0.00% | -20.0% |
| Q4 2022 | $5,207,251 | +11.1% | 53,986 | -3.5% | 0.01% | 0.0% |
| Q3 2022 | $4,685,000 | -11.2% | 55,919 | -6.6% | 0.01% | 0.0% |
| Q2 2022 | $5,278,000 | -34.1% | 59,894 | -21.1% | 0.01% | -28.6% |
| Q1 2022 | $8,007,000 | -28.2% | 75,943 | -23.2% | 0.01% | -22.2% |
| Q4 2021 | $11,150,000 | +1.4% | 98,899 | -3.6% | 0.01% | -10.0% |
| Q3 2021 | $10,996,000 | -4.2% | 102,611 | -0.6% | 0.01% | 0.0% |
| Q2 2021 | $11,473,000 | -13.8% | 103,255 | -18.0% | 0.01% | -23.1% |
| Q1 2021 | $13,303,000 | +19.5% | 125,864 | +9.8% | 0.01% | +8.3% |
| Q4 2020 | $11,132,000 | +34.4% | 114,639 | +131.3% | 0.01% | +20.0% |
| Q3 2020 | $8,284,000 | +6.9% | 49,558 | -3.6% | 0.01% | 0.0% |
| Q2 2020 | $7,751,000 | -37.6% | 51,397 | -48.6% | 0.01% | -50.0% |
| Q1 2020 | $12,420,000 | -31.4% | 100,003 | -7.5% | 0.02% | -13.0% |
| Q4 2019 | $18,118,000 | +7.3% | 108,074 | +1.7% | 0.02% | -4.2% |
| Q3 2019 | $16,880,000 | +4.4% | 106,275 | +4.0% | 0.02% | +4.3% |
| Q2 2019 | $16,176,000 | -7.2% | 102,204 | -11.0% | 0.02% | -11.5% |
| Q1 2019 | $17,433,000 | +39.3% | 114,853 | +17.9% | 0.03% | +18.2% |
| Q4 2018 | $12,517,000 | -4.2% | 97,384 | +16.3% | 0.02% | +10.0% |
| Q3 2018 | $13,071,000 | +8.9% | 83,721 | +0.2% | 0.02% | 0.0% |
| Q2 2018 | $12,005,000 | +13.7% | 83,545 | +14.8% | 0.02% | +5.3% |
| Q1 2018 | $10,558,000 | +36.8% | 72,799 | +39.0% | 0.02% | +35.7% |
| Q4 2017 | $7,720,000 | +63.7% | 52,384 | +53.9% | 0.01% | +55.6% |
| Q3 2017 | $4,717,000 | +27.1% | 34,048 | +20.7% | 0.01% | +12.5% |
| Q2 2017 | $3,710,000 | +9.4% | 28,214 | +4.8% | 0.01% | 0.0% |
| Q1 2017 | $3,391,000 | -4.7% | 26,931 | -8.8% | 0.01% | -11.1% |
| Q4 2016 | $3,559,000 | +40.4% | 29,515 | +33.2% | 0.01% | +28.6% |
| Q3 2016 | $2,534,000 | -3.2% | 22,156 | -7.0% | 0.01% | -12.5% |
| Q2 2016 | $2,618,000 | +35.3% | 23,821 | +31.8% | 0.01% | +14.3% |
| Q1 2016 | $1,935,000 | +21.2% | 18,073 | +16.5% | 0.01% | +16.7% |
| Q4 2015 | $1,596,000 | +14.1% | 15,511 | +7.0% | 0.01% | 0.0% |
| Q3 2015 | $1,399,000 | +16.4% | 14,503 | +27.1% | 0.01% | +20.0% |
| Q2 2015 | $1,202,000 | -0.6% | 11,413 | +1.9% | 0.01% | 0.0% |
| Q1 2015 | $1,209,000 | -0.4% | 11,205 | -1.6% | 0.01% | -16.7% |
| Q4 2014 | $1,214,000 | +9.1% | 11,388 | +3.5% | 0.01% | 0.0% |
| Q3 2014 | $1,113,000 | -58.2% | 11,008 | -57.2% | 0.01% | -62.5% |
| Q2 2014 | $2,665,000 | +112.0% | 25,721 | +105.9% | 0.02% | +77.8% |
| Q1 2014 | $1,257,000 | -40.4% | 12,493 | -39.9% | 0.01% | -43.8% |
| Q4 2013 | $2,108,000 | +50.6% | 20,793 | +34.4% | 0.02% | +33.3% |
| Q3 2013 | $1,400,000 | – | 15,471 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 168,460 | $16,357,000 | 3.81% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 67,328 | $6,538,000 | 3.37% |
| First Citizens Financial Corp | 38,390 | $3,728,000 | 3.25% |
| MORGAN JESS S & CO INC | 40,800 | $3,962,000 | 3.16% |
| MinichMacGregor Wealth Management, LLC | 73,161 | $7,103,000 | 2.89% |
| Modus Advisors, LLC | 42,772 | $4,153,000 | 2.15% |
| Kesler, Norman & Wride, LLC | 67,732 | $6,577,000 | 1.83% |
| Cadent Capital Advisors, LLC | 36,231 | $3,518,000 | 1.73% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,564,994 | 1.16% |
| Stillwater Capital Advisors, LLC | 36,615 | $3,555,000 | 0.68% |