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 | $614,948 | -4.9% | 6,095 | 0.0% | 0.11% | -1.8% |
Q2 2023 | $646,339 | +5.9% | 6,095 | +0.0% | 0.11% | -0.9% |
Q1 2023 | $610,360 | +3.9% | 6,094 | +0.0% | 0.11% | -0.9% |
Q4 2022 | $587,550 | +15.2% | 6,091 | 0.0% | 0.12% | +7.5% |
Q3 2022 | $510,000 | -10.8% | 6,091 | -6.1% | 0.11% | -4.5% |
Q2 2022 | $572,000 | -16.4% | 6,489 | +0.0% | 0.11% | -2.6% |
Q1 2022 | $684,000 | -6.4% | 6,488 | +0.0% | 0.12% | -5.0% |
Q4 2021 | $731,000 | +5.2% | 6,487 | +0.0% | 0.12% | 0.0% |
Q3 2021 | $695,000 | -3.6% | 6,486 | +0.0% | 0.12% | -5.5% |
Q2 2021 | $721,000 | +5.3% | 6,485 | +0.0% | 0.13% | +0.8% |
Q1 2021 | $685,000 | +8.7% | 6,483 | 0.0% | 0.13% | 0.0% |
Q4 2020 | $630,000 | +9.6% | 6,483 | +88.4% | 0.13% | -7.3% |
Q3 2020 | $575,000 | +10.8% | 3,441 | +0.0% | 0.14% | +2.2% |
Q2 2020 | $519,000 | +18.0% | 3,440 | -2.8% | 0.13% | -7.6% |
Q1 2020 | $440,000 | -25.8% | 3,539 | +0.0% | 0.14% | -4.0% |
Q4 2019 | $593,000 | +2.6% | 3,538 | -2.7% | 0.15% | -8.5% |
Q3 2019 | $578,000 | +0.3% | 3,637 | 0.0% | 0.16% | 0.0% |
Q2 2019 | $576,000 | +4.3% | 3,637 | +0.0% | 0.16% | +4.4% |
Q1 2019 | $552,000 | +18.2% | 3,636 | +0.0% | 0.16% | +4.6% |
Q4 2018 | $467,000 | -17.6% | 3,635 | +0.1% | 0.15% | -1.3% |
Q3 2018 | $567,000 | +8.6% | 3,633 | 0.0% | 0.15% | +4.1% |
Q2 2018 | $522,000 | -0.9% | 3,633 | 0.0% | 0.15% | -2.0% |
Q1 2018 | $527,000 | -1.5% | 3,633 | +0.0% | 0.15% | +0.7% |
Q4 2017 | $535,000 | +0.8% | 3,632 | -5.2% | 0.15% | -3.2% |
Q3 2017 | $531,000 | +12.5% | 3,831 | +6.7% | 0.15% | +6.9% |
Q2 2017 | $472,000 | -2.1% | 3,592 | -6.2% | 0.14% | -5.9% |
Q1 2017 | $482,000 | +4.6% | 3,829 | +0.0% | 0.15% | -3.8% |
Q4 2016 | $461,000 | +5.5% | 3,828 | +0.0% | 0.16% | +0.6% |
Q3 2016 | $437,000 | +4.0% | 3,827 | +0.0% | 0.16% | -0.6% |
Q2 2016 | $420,000 | +2.7% | 3,826 | +0.0% | 0.16% | +1.3% |
Q1 2016 | $409,000 | +4.1% | 3,825 | 0.0% | 0.16% | +1.3% |
Q4 2015 | $393,000 | -23.4% | 3,825 | -28.1% | 0.16% | -7.2% |
Q3 2015 | $513,000 | -8.4% | 5,323 | 0.0% | 0.17% | +1.8% |
Q2 2015 | $560,000 | -2.4% | 5,323 | +0.0% | 0.16% | -4.1% |
Q1 2015 | $574,000 | +1.2% | 5,322 | +0.0% | 0.17% | +1.8% |
Q4 2014 | $567,000 | +5.4% | 5,321 | +0.0% | 0.17% | +3.1% |
Q3 2014 | $538,000 | -6.8% | 5,320 | -4.5% | 0.16% | -6.9% |
Q2 2014 | $577,000 | +0.3% | 5,569 | -2.7% | 0.18% | -4.9% |
Q1 2014 | $575,000 | +7.1% | 5,722 | +7.9% | 0.18% | +1.1% |
Q4 2013 | $537,000 | +12.1% | 5,301 | +0.0% | 0.18% | +8.3% |
Q3 2013 | $479,000 | +9.1% | 5,300 | +0.0% | 0.17% | +5.7% |
Q2 2013 | $439,000 | – | 5,298 | – | 0.16% | – |
Download |
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% |