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 | $5,193 | +1.9% | 51,470 | +7.1% | 0.02% | +5.6% |
| Q2 2023 | $5,097 | +36.1% | 48,066 | +28.5% | 0.02% | +20.0% |
| Q1 2023 | $3,746 | +22.7% | 37,400 | +18.2% | 0.02% | +25.0% |
| Q4 2022 | $3,052 | -99.9% | 31,641 | -24.9% | 0.01% | -20.0% |
| Q3 2022 | $3,529,000 | -7.9% | 42,117 | -2.2% | 0.02% | -11.8% |
| Q2 2022 | $3,831,000 | -28.9% | 43,071 | -15.8% | 0.02% | -26.1% |
| Q1 2022 | $5,391,000 | -2.3% | 51,128 | +4.4% | 0.02% | +9.5% |
| Q4 2021 | $5,520,000 | +16.6% | 48,959 | +10.8% | 0.02% | +5.0% |
| Q3 2021 | $4,734,000 | -10.8% | 44,174 | -7.5% | 0.02% | -13.0% |
| Q2 2021 | $5,306,000 | +18.8% | 47,752 | +13.0% | 0.02% | +4.5% |
| Q1 2021 | $4,465,000 | +15.6% | 42,245 | +6.2% | 0.02% | +15.8% |
| Q4 2020 | $3,863,000 | +37.1% | 39,784 | +136.1% | 0.02% | +18.8% |
| Q3 2020 | $2,817,000 | +20.0% | 16,854 | +8.3% | 0.02% | +6.7% |
| Q2 2020 | $2,347,000 | +26.9% | 15,560 | +4.4% | 0.02% | 0.0% |
| Q1 2020 | $1,850,000 | -25.6% | 14,898 | +0.5% | 0.02% | -6.2% |
| Q4 2019 | $2,486,000 | +10.4% | 14,828 | +4.6% | 0.02% | 0.0% |
| Q3 2019 | $2,251,000 | +3.2% | 14,171 | +2.8% | 0.02% | -5.9% |
| Q2 2019 | $2,182,000 | +8.6% | 13,785 | +4.1% | 0.02% | 0.0% |
| Q1 2019 | $2,010,000 | +18.2% | 13,244 | +0.2% | 0.02% | +6.2% |
| Q4 2018 | $1,700,000 | -21.9% | 13,223 | -5.1% | 0.02% | -15.8% |
| Q3 2018 | $2,176,000 | +9.4% | 13,938 | +0.7% | 0.02% | 0.0% |
| Q2 2018 | $1,989,000 | -0.5% | 13,839 | +0.4% | 0.02% | -5.0% |
| Q1 2018 | $1,999,000 | +3.7% | 13,785 | +5.4% | 0.02% | 0.0% |
| Q4 2017 | $1,928,000 | +10.7% | 13,082 | +4.1% | 0.02% | 0.0% |
| Q3 2017 | $1,741,000 | +5.5% | 12,569 | +0.2% | 0.02% | -4.8% |
| Q2 2017 | $1,650,000 | +2.5% | 12,547 | -1.9% | 0.02% | 0.0% |
| Q1 2017 | $1,610,000 | +6.6% | 12,786 | +2.0% | 0.02% | -8.7% |
| Q4 2016 | $1,511,000 | +10.7% | 12,533 | +5.0% | 0.02% | -4.2% |
| Q3 2016 | $1,365,000 | -51.7% | 11,934 | -53.6% | 0.02% | -58.6% |
| Q2 2016 | $2,826,000 | +58.0% | 25,712 | +53.8% | 0.06% | +23.4% |
| Q1 2016 | $1,789,000 | +14.3% | 16,713 | +9.9% | 0.05% | +17.5% |
| Q4 2015 | $1,565,000 | +8.3% | 15,205 | +1.5% | 0.04% | -2.4% |
| Q3 2015 | $1,445,000 | -99.9% | 14,985 | -7.4% | 0.04% | +13.9% |
| Q2 2015 | $1,704,835,000 | +95785.0% | 16,184 | -1.8% | 0.04% | +9.1% |
| Q1 2015 | $1,778,000 | -99.9% | 16,481 | -21.1% | 0.03% | -26.7% |
| Q4 2014 | $2,225,279,000 | +51.7% | 20,877 | +44.0% | 0.04% | +45.2% |
| Q3 2014 | $1,466,634,000 | -5.8% | 14,502 | -3.5% | 0.03% | -8.8% |
| Q2 2014 | $1,557,291,000 | +21.7% | 15,032 | +18.2% | 0.03% | +9.7% |
| Q1 2014 | $1,279,099,000 | +19.6% | 12,713 | +20.5% | 0.03% | +10.7% |
| Q4 2013 | $1,069,925,000 | +61.7% | 10,554 | +44.3% | 0.03% | +40.0% |
| Q3 2013 | $661,876,000 | – | 7,312 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 180,977 | $20,110,000 | 4.37% |
| MORGAN JESS S & CO INC | 42,600 | $4,734,000 | 3.11% |
| First Citizens Financial Corp | 36,601 | $4,067,000 | 3.08% |
| MinichMacGregor Wealth Management, LLC | 76,514 | $8,502,000 | 2.98% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 24,816 | $2,758,000 | 2.66% |
| Modus Advisors, LLC | 43,988 | $4,888,000 | 2.06% |
| Cadent Capital Advisors, LLC | 37,856 | $4,207,000 | 1.75% |
| Kesler, Norman & Wride, LLC | 55,576 | $6,259,000 | 1.44% |
| PLANNING DIRECTIONS INC | 14,943 | $1,660,000 | 1.21% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,935,346 | 1.15% |