ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 283 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,679 | -99.9% | 13,353 | +4.4% | 0.17% | -9.8% |
| 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 ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 89,708 | $12,428,000 | 6.90% |
| Vontobel Swiss Wealth Advisors AG | 34,964 | $4,744,000 | 2.89% |
| GRIMES & COMPANY, INC. | 117,844 | $16,326,000 | 1.74% |
| GIRARD SECURITIES, INC. | 7,356 | $1,024,000 | 0.90% |
| Stillwater Capital Advisors, LLC | 24,183 | $3,351,000 | 0.87% |
| FIFTH THIRD SECURITIES, INC. | 12,426 | $1,721,000 | 0.67% |
| Risk Paradigm Group, LLC | 3,938 | $545,570,000 | 0.66% |
| Peachtree Investment Advisors, Inc. | 5,241 | $726,000 | 0.62% |
| Prospera Financial Services Inc | 28,433 | $3,950,000 | 0.60% |
| Ferris Capital, LLC | 6,400 | $887,000 | 0.44% |