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 | $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% | – |
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% |