ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 109 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 5.34 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,863 | -4.9% | 2,655 | 0.0% | 0.03% | -8.8% |
| Q2 2023 | $281,536 | +5.9% | 2,655 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $265,925 | +10.5% | 2,655 | +6.4% | 0.04% | +12.9% |
| Q4 2022 | $240,668 | +8.9% | 2,495 | -5.5% | 0.03% | +3.3% |
| Q3 2022 | $221,000 | -5.2% | 2,641 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $233,000 | -21.3% | 2,641 | -5.9% | 0.03% | -6.1% |
| Q1 2022 | $296,000 | -6.3% | 2,806 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $316,000 | +5.0% | 2,806 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $301,000 | -1.6% | 2,806 | +2.0% | 0.03% | -2.9% |
| Q2 2021 | $306,000 | +5.2% | 2,750 | 0.0% | 0.03% | -10.5% |
| Q1 2021 | $291,000 | +27.6% | 2,750 | +17.0% | 0.04% | +18.8% |
| Q4 2020 | $228,000 | -81.5% | 2,350 | -80.7% | 0.03% | -94.3% |
| Q3 2014 | $1,230,000 | +19.8% | 12,164 | +22.7% | 0.56% | +17.7% |
| Q2 2014 | $1,027,000 | +3.7% | 9,916 | +1.5% | 0.48% | -5.3% |
| Q4 2013 | $990,000 | +11.6% | 9,768 | -0.3% | 0.51% | -1.4% |
| Q3 2013 | $887,000 | +17.8% | 9,801 | +7.9% | 0.51% | +0.8% |
| Q2 2013 | $753,000 | – | 9,084 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 41,024 | $4,325,000 | 3.15% |
| First Citizens Financial Corp | 38,005 | $4,007,000 | 3.01% |
| MinichMacGregor Wealth Management, LLC | 82,130 | $8,658,000 | 2.77% |
| Modus Advisors, LLC | 43,822 | $4,620,000 | 2.03% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,321,000 | 1.92% |
| NEIRG Wealth Management, LLC | 83,210 | $8,773,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 67,194 | $7,084,000 | 1.58% |
| Rainsberger Wealth Advisors, Inc. | 19,819 | $2,089,000 | 1.34% |
| PLANNING DIRECTIONS INC | 15,360 | $1,619,000 | 1.14% |
| EUDAIMONIA ADVISORS LLC | 16,900 | $1,782,000 | 1.02% |