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 | $442,089 | +11.1% | 4,382 | +16.7% | 0.00% | -50.0% |
| Q2 2023 | $398,063 | -59.3% | 3,754 | -61.6% | 0.00% | 0.0% |
| Q1 2023 | $979,164 | -28.3% | 9,776 | -31.0% | 0.00% | -33.3% |
| Q4 2022 | $1,365,970 | +53.5% | 14,161 | +33.3% | 0.00% | +50.0% |
| Q3 2022 | $890,000 | -5.0% | 10,620 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $937,000 | +108.7% | 10,633 | +149.4% | 0.00% | +100.0% |
| Q1 2022 | $449,000 | -30.2% | 4,263 | -25.2% | 0.00% | 0.0% |
| Q4 2021 | $643,000 | +90.2% | 5,703 | +80.6% | 0.00% | 0.0% |
| Q3 2021 | $338,000 | +14.6% | 3,158 | +19.1% | 0.00% | 0.0% |
| Q2 2021 | $295,000 | +41.1% | 2,652 | +57.4% | 0.00% | 0.0% |
| Q1 2020 | $209,000 | +0.5% | 1,685 | +35.5% | 0.00% | 0.0% |
| Q4 2019 | $208,000 | -3.7% | 1,244 | -9.1% | 0.00% | 0.0% |
| Q2 2019 | $216,000 | -27.0% | 1,368 | -29.9% | 0.00% | -50.0% |
| Q1 2019 | $296,000 | -50.5% | 1,951 | -58.0% | 0.00% | -50.0% |
| Q4 2018 | $598,000 | -25.2% | 4,649 | -9.1% | 0.00% | 0.0% |
| Q3 2018 | $799,000 | +6.5% | 5,114 | -2.0% | 0.00% | 0.0% |
| Q2 2018 | $750,000 | -17.3% | 5,221 | -16.5% | 0.00% | -33.3% |
| Q1 2018 | $907,000 | +15.7% | 6,253 | +17.5% | 0.01% | +20.0% |
| Q4 2017 | $784,000 | +280.6% | 5,321 | +257.6% | 0.01% | +400.0% |
| Q3 2017 | $206,000 | -88.7% | 1,488 | -92.1% | 0.00% | -95.7% |
| Q3 2015 | $1,820,000 | – | 18,870 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Millennium Group LLC | 34,391 | $3,444,679 | 3.46% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,205 | 2.07% |
| Modus Advisors, LLC | 43,405 | $4,347,408 | 2.00% |
| EUDAIMONIA ADVISORS LLC | 23,469 | $2,350,613 | 1.58% |
| SOUTHERN CAPITAL ADVISORS, LLC | 17,716 | $1,774,434 | 1.31% |
| Rainsberger Wealth Advisors, Inc. | 19,421 | $1,945,168 | 1.15% |
| PLANNING DIRECTIONS INC | 11,557 | $1,158 | 0.86% |
| WEALTH ADVISORS, INC. | 16,961 | $1,673,321 | 0.80% |
| Frank, Rimerman Advisors LLC | 25,616 | $2,565,699 | 0.71% |
| Bray Capital Advisors | 20,824 | $2,085,732 | 0.61% |