ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,646,000 | -5.9% | 26,242 | -1.0% | 0.01% | -16.7% |
| Q2 2023 | $2,811,000 | +4.5% | 26,508 | -1.3% | 0.01% | 0.0% |
| Q1 2023 | $2,689,000 | +4.5% | 26,846 | +0.7% | 0.01% | 0.0% |
| Q4 2022 | $2,573,000 | +9.2% | 26,648 | -5.2% | 0.01% | 0.0% |
| Q3 2022 | $2,356,000 | -4.4% | 28,111 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $2,464,000 | -17.1% | 27,954 | -0.8% | 0.01% | -14.3% |
| Q1 2022 | $2,971,000 | -1.1% | 28,180 | +5.7% | 0.01% | 0.0% |
| Q4 2021 | $3,004,000 | +4.1% | 26,649 | -1.0% | 0.01% | -12.5% |
| Q3 2021 | $2,886,000 | +36.2% | 26,930 | +41.2% | 0.01% | +33.3% |
| Q2 2021 | $2,119,000 | +15.4% | 19,069 | +9.7% | 0.01% | 0.0% |
| Q1 2021 | $1,837,000 | +16.9% | 17,378 | +7.4% | 0.01% | -14.3% |
| Q4 2020 | $1,571,000 | +16.6% | 16,178 | +100.7% | 0.01% | 0.0% |
| Q3 2020 | $1,347,000 | -21.7% | 8,061 | -29.3% | 0.01% | -22.2% |
| Q2 2020 | $1,720,000 | +76.8% | 11,404 | +45.7% | 0.01% | +50.0% |
| Q1 2020 | $973,000 | -27.6% | 7,826 | -2.3% | 0.01% | -25.0% |
| Q4 2019 | $1,343,000 | +8.7% | 8,011 | +2.9% | 0.01% | +14.3% |
| Q3 2019 | $1,236,000 | +0.7% | 7,786 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $1,228,000 | +4.3% | 7,760 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $1,177,000 | -32.9% | 7,760 | -43.1% | 0.01% | -38.5% |
| Q4 2018 | $1,754,000 | +50.3% | 13,646 | +82.8% | 0.01% | +62.5% |
| Q3 2018 | $1,167,000 | +7.8% | 7,466 | -1.0% | 0.01% | 0.0% |
| Q2 2018 | $1,083,000 | +0.4% | 7,542 | +1.3% | 0.01% | -11.1% |
| Q1 2018 | $1,079,000 | +2.5% | 7,448 | +4.3% | 0.01% | 0.0% |
| Q4 2017 | $1,053,000 | +6.6% | 7,141 | 0.0% | 0.01% | +12.5% |
| Q3 2017 | $988,000 | +5.3% | 7,141 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $938,000 | -10.1% | 7,141 | -13.9% | 0.01% | -20.0% |
| Q1 2017 | $1,043,000 | +2.8% | 8,298 | -1.4% | 0.01% | -9.1% |
| Q4 2016 | $1,015,000 | +4.2% | 8,418 | -1.3% | 0.01% | 0.0% |
| Q3 2016 | $974,000 | +1.5% | 8,529 | -2.4% | 0.01% | -8.3% |
| Q2 2016 | $960,000 | -1.8% | 8,739 | -4.0% | 0.01% | +300.0% |
| Q1 2016 | $978,000 | +2.8% | 9,102 | -1.4% | 0.00% | -72.7% |
| Q4 2015 | $951,000 | +7.1% | 9,231 | 0.0% | 0.01% | -8.3% |
| Q3 2015 | $888,000 | -22.2% | 9,231 | -14.8% | 0.01% | -33.3% |
| Q2 2015 | $1,141,000 | -2.5% | 10,832 | -0.2% | 0.02% | +5.9% |
| Q1 2015 | $1,170,000 | -31.6% | 10,851 | -32.4% | 0.02% | -34.6% |
| Q4 2014 | $1,711,000 | +15.8% | 16,052 | +9.9% | 0.03% | +4.0% |
| Q3 2014 | $1,477,000 | -3.0% | 14,602 | -0.6% | 0.02% | -3.8% |
| Q2 2014 | $1,523,000 | +5.5% | 14,697 | +2.5% | 0.03% | -7.1% |
| Q1 2014 | $1,443,000 | -0.3% | 14,341 | +0.5% | 0.03% | -6.7% |
| Q4 2013 | $1,447,000 | +113.1% | 14,272 | +90.1% | 0.03% | +76.5% |
| Q3 2013 | $679,000 | +32.1% | 7,506 | +21.1% | 0.02% | +21.4% |
| Q2 2013 | $514,000 | – | 6,198 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 180,977 | $20,110,000 | 4.37% |
| MORGAN JESS S & CO INC | 42,600 | $4,734,000 | 3.11% |
| First Citizens Financial Corp | 36,601 | $4,067,000 | 3.08% |
| MinichMacGregor Wealth Management, LLC | 76,514 | $8,502,000 | 2.98% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 24,816 | $2,758,000 | 2.66% |
| Modus Advisors, LLC | 43,988 | $4,888,000 | 2.06% |
| Cadent Capital Advisors, LLC | 37,856 | $4,207,000 | 1.75% |
| Kesler, Norman & Wride, LLC | 55,576 | $6,259,000 | 1.44% |
| PLANNING DIRECTIONS INC | 14,943 | $1,660,000 | 1.21% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,935,346 | 1.15% |