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 | $519,079 | +9.9% | 5,145 | +15.5% | 0.01% | 0.0% |
| Q2 2023 | $472,302 | +39.4% | 4,454 | +31.7% | 0.01% | +40.0% |
| Q1 2023 | $338,841 | +62.8% | 3,383 | +56.8% | 0.01% | +25.0% |
| Q4 2022 | $208,161 | -67.4% | 2,158 | -71.7% | 0.00% | -66.7% |
| Q3 2022 | $638,000 | -79.2% | 7,618 | -78.1% | 0.01% | -79.7% |
| Q2 2022 | $3,070,000 | -40.5% | 34,833 | -28.8% | 0.06% | -29.8% |
| Q1 2022 | $5,160,000 | -12.2% | 48,938 | -6.2% | 0.08% | -9.7% |
| Q4 2021 | $5,879,000 | -48.5% | 52,147 | -51.0% | 0.09% | -52.3% |
| Q3 2021 | $11,405,000 | -4.2% | 106,428 | -0.7% | 0.20% | -4.9% |
| Q2 2021 | $11,911,000 | +9.4% | 107,194 | +4.1% | 0.20% | -10.9% |
| Q1 2021 | $10,888,000 | +8.2% | 103,016 | -0.6% | 0.23% | +0.4% |
| Q4 2020 | $10,066,000 | +3277.9% | 103,670 | +5707.8% | 0.23% | +2762.5% |
| Q3 2020 | $298,000 | +0.3% | 1,785 | -9.5% | 0.01% | -11.1% |
| Q2 2020 | $297,000 | +18.3% | 1,972 | -2.4% | 0.01% | 0.0% |
| Q1 2020 | $251,000 | -15.8% | 2,021 | +13.9% | 0.01% | 0.0% |
| Q4 2019 | $298,000 | – | 1,775 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 90,523 | $13,129,000 | 7.19% |
| Vontobel Swiss Wealth Advisors AG | 30,364 | $4,404,000 | 2.32% |
| GRIMES & COMPANY, INC. | 138,045 | $20,021,000 | 1.94% |
| Milestone Advisory Partners | 15,114 | $2,192,000 | 1.64% |
| NAVELLIER & ASSOCIATES INC | 68,977 | $10,004,000 | 1.52% |
| PLANNING DIRECTIONS INC | 7,523 | $1,091,000 | 1.07% |
| Stillwater Capital Advisors, LLC | 26,325 | $3,818,000 | 0.92% |
| BREITER CAPITAL MANAGEMENT INC | 3,912 | $567,000 | 0.77% |
| Risk Paradigm Group, LLC | 3,379 | $490,056,000 | 0.62% |
| Prospera Financial Services Inc | 29,566 | $4,284,000 | 0.60% |