ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 239 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $960,334 | -43.4% | 9,588 | -45.5% | 0.00% | -50.0% |
| Q4 2022 | $1,696,634 | +14.9% | 17,589 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $1,476,000 | -2.1% | 17,619 | +3.1% | 0.00% | 0.0% |
| Q2 2022 | $1,507,000 | -11.6% | 17,097 | +5.7% | 0.00% | 0.0% |
| Q1 2022 | $1,705,000 | -9.9% | 16,173 | -3.7% | 0.00% | 0.0% |
| Q4 2021 | $1,893,000 | +8.1% | 16,792 | +2.7% | 0.00% | 0.0% |
| Q3 2021 | $1,751,000 | -11.0% | 16,344 | -7.7% | 0.00% | 0.0% |
| Q2 2021 | $1,968,000 | -4.3% | 17,709 | -9.0% | 0.00% | 0.0% |
| Q1 2021 | $2,057,000 | +10.5% | 19,458 | +1.5% | 0.00% | 0.0% |
| Q4 2020 | $1,862,000 | – | 19,175 | – | 0.00% | – |
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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% |