ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 2.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,280,896 | +3.6% | 12,788 | -0.3% | 0.19% | -3.0% |
| Q4 2022 | $1,236,907 | +39.9% | 12,823 | +21.4% | 0.20% | +161.8% |
| Q3 2022 | $884,000 | +29.1% | 10,560 | +158.4% | 0.08% | -43.7% |
| Q4 2019 | $685,000 | +196.5% | 4,087 | +157.0% | 0.14% | +95.7% |
| Q1 2018 | $231,000 | -1.3% | 1,590 | 0.0% | 0.07% | -1.4% |
| Q4 2017 | $234,000 | -6.0% | 1,590 | -19.7% | 0.07% | +1.4% |
| Q1 2017 | $249,000 | -50.5% | 1,981 | -59.2% | 0.07% | -69.6% |
| Q2 2014 | $503,000 | +2.9% | 4,859 | 0.0% | 0.23% | -5.8% |
| Q1 2014 | $489,000 | +25.1% | 4,859 | +13.5% | 0.24% | +2.1% |
| Q3 2013 | $391,000 | +3.2% | 4,282 | -6.3% | 0.24% | +7.3% |
| Q2 2013 | $379,000 | – | 4,571 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 31,570 | $4,897,000 | 2.33% |
| Ameritas Investment Company, LLC | 15,367 | $2,432,000 | 1.15% |
| PLANNING DIRECTIONS INC | 5,347 | $846,000 | 0.86% |
| Stillwater Capital Advisors, LLC | 20,417 | $3,231,000 | 0.80% |
| BAROMETER CAPITAL MANAGEMENT INC. | 26,800 | $4,241,000 | 0.55% |
| NAVELLIER & ASSOCIATES INC | 20,815 | $3,294,000 | 0.51% |
| Shulman DeMeo Asset Management LLC | 8,724 | $1,381,000 | 0.51% |
| Osborn Williams & Donohoe LLC | 28,717 | $4,545,000 | 0.47% |
| FIFTH THIRD SECURITIES, INC. | 9,227 | $1,460,000 | 0.39% |
| BigSur Wealth Management LLC | 3,420 | $544,000 | 0.38% |