ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,757 | -4.9% | 850 | 0.0% | 0.01% | -15.4% |
| Q2 2023 | $90,134 | +5.9% | 850 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $85,136 | +3.8% | 850 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $81,991 | +15.5% | 850 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $71,000 | -64.7% | 850 | -62.7% | 0.01% | -62.5% |
| Q2 2022 | $201,000 | +33.1% | 2,277 | +59.2% | 0.03% | +60.0% |
| Q1 2022 | $151,000 | +788.2% | 1,430 | +853.3% | 0.02% | +900.0% |
| Q4 2021 | $17,000 | +6.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | -5.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | +6.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +6.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 150 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +18.2% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -30.8% | 75 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $13,000 | – | 75 | – | 0.00% | – |
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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% |