ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 152 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,715 | +3.5% | 36,824 | +8.7% | 0.02% | +6.2% |
| Q2 2023 | $3,591 | -12.7% | 33,864 | -17.5% | 0.02% | -20.0% |
| Q1 2023 | $4,112 | -5.4% | 41,057 | -8.8% | 0.02% | -13.0% |
| Q4 2022 | $4,345 | -99.8% | 45,043 | +45.4% | 0.02% | +53.3% |
| Q3 2022 | $2,595,000 | -8.5% | 30,974 | -3.8% | 0.02% | 0.0% |
| Q2 2022 | $2,837,000 | -15.2% | 32,191 | +1.4% | 0.02% | 0.0% |
| Q1 2022 | $3,346,000 | +70.1% | 31,741 | +81.9% | 0.02% | +66.7% |
| Q4 2021 | $1,967,000 | -2.8% | 17,449 | -7.6% | 0.01% | -10.0% |
| Q3 2021 | $2,023,000 | -79.8% | 18,877 | -79.1% | 0.01% | -79.2% |
| Q2 2021 | $10,036,000 | +192.8% | 90,318 | +155.9% | 0.05% | +140.0% |
| Q4 2020 | $3,428,000 | +143.3% | 35,300 | +318.7% | 0.02% | +100.0% |
| Q3 2020 | $1,409,000 | +10.4% | 8,431 | -0.4% | 0.01% | 0.0% |
| Q2 2020 | $1,276,000 | +67.9% | 8,464 | +38.3% | 0.01% | +42.9% |
| Q1 2020 | $760,000 | -56.9% | 6,120 | -41.8% | 0.01% | -50.0% |
| Q4 2019 | $1,762,000 | +2.9% | 10,509 | -2.5% | 0.01% | -6.7% |
| Q3 2019 | $1,712,000 | -23.1% | 10,777 | -23.4% | 0.02% | -25.0% |
| Q2 2019 | $2,227,000 | -21.9% | 14,069 | -25.1% | 0.02% | -25.9% |
| Q1 2019 | $2,852,000 | +27.9% | 18,792 | +8.4% | 0.03% | +8.0% |
| Q4 2018 | $2,229,000 | -10.4% | 17,341 | +8.9% | 0.02% | +4.2% |
| Q3 2018 | $2,487,000 | +7.4% | 15,930 | -1.2% | 0.02% | 0.0% |
| Q2 2018 | $2,316,000 | -82.9% | 16,119 | -82.8% | 0.02% | -84.3% |
| Q1 2018 | $13,576,000 | +27.0% | 93,611 | +29.1% | 0.15% | +21.4% |
| Q4 2017 | $10,687,000 | +278.7% | 72,513 | +256.0% | 0.13% | +231.6% |
| Q3 2017 | $2,822,000 | +27.3% | 20,367 | +20.8% | 0.04% | +15.2% |
| Q2 2017 | $2,217,000 | +3.7% | 16,858 | -0.7% | 0.03% | -10.8% |
| Q1 2017 | $2,137,000 | -6.9% | 16,969 | -10.9% | 0.04% | -14.0% |
| Q4 2016 | $2,296,000 | -51.6% | 19,041 | -54.1% | 0.04% | -51.1% |
| Q3 2016 | $4,743,000 | +2.5% | 41,475 | -1.5% | 0.09% | -10.2% |
| Q2 2016 | $4,626,000 | +586.4% | 42,086 | +568.0% | 0.10% | +553.3% |
| Q1 2016 | $674,000 | -22.8% | 6,300 | -25.7% | 0.02% | -28.6% |
| Q4 2015 | $873,000 | +25.4% | 8,480 | +17.5% | 0.02% | +5.0% |
| Q3 2015 | $696,000 | -11.5% | 7,218 | -3.3% | 0.02% | -9.1% |
| Q2 2015 | $786,000 | -2.1% | 7,461 | +0.2% | 0.02% | -4.3% |
| Q1 2015 | $803,000 | -1.7% | 7,443 | -2.9% | 0.02% | -8.0% |
| Q4 2014 | $817,000 | -3.2% | 7,663 | -8.2% | 0.02% | 0.0% |
| Q3 2014 | $844,000 | +23.4% | 8,347 | +26.5% | 0.02% | +4.2% |
| Q2 2014 | $684,000 | -51.4% | 6,599 | -52.8% | 0.02% | -54.7% |
| Q1 2014 | $1,406,000 | +16.4% | 13,974 | +17.3% | 0.05% | +8.2% |
| Q4 2013 | $1,208,000 | +88.5% | 11,914 | +68.3% | 0.05% | +75.0% |
| Q3 2013 | $641,000 | +48.7% | 7,077 | +36.1% | 0.03% | +27.3% |
| Q2 2013 | $431,000 | – | 5,199 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |