ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 107 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $523,324 | -2.8% | 5,187 | +2.1% | 0.00% | -25.0% |
Q2 2023 | $538,546 | -52.6% | 5,079 | -55.2% | 0.00% | -50.0% |
Q1 2023 | $1,136,014 | -31.2% | 11,342 | -33.7% | 0.01% | -38.5% |
Q4 2022 | $1,650,003 | +202.2% | 17,106 | +162.4% | 0.01% | +85.7% |
Q3 2022 | $546,000 | -62.5% | 6,520 | -60.6% | 0.01% | -63.2% |
Q2 2022 | $1,457,000 | -23.6% | 16,539 | -8.6% | 0.02% | -17.4% |
Q1 2022 | $1,908,000 | -9.7% | 18,099 | -3.4% | 0.02% | -11.5% |
Q4 2021 | $2,112,000 | +7.0% | 18,729 | +1.7% | 0.03% | -3.7% |
Q3 2021 | $1,974,000 | +2.9% | 18,418 | +6.7% | 0.03% | 0.0% |
Q2 2021 | $1,918,000 | +276.1% | 17,262 | +257.5% | 0.03% | +145.5% |
Q1 2021 | $510,000 | +11.8% | 4,828 | +2.8% | 0.01% | 0.0% |
Q4 2020 | $456,000 | +22.9% | 4,698 | +111.4% | 0.01% | +10.0% |
Q3 2020 | $371,000 | -2.4% | 2,222 | -11.9% | 0.01% | 0.0% |
Q2 2020 | $380,000 | +18.4% | 2,521 | -2.4% | 0.01% | -9.1% |
Q1 2020 | $321,000 | -56.6% | 2,584 | -41.4% | 0.01% | -45.0% |
Q4 2019 | $740,000 | +5.3% | 4,406 | +0.0% | 0.02% | -4.8% |
Q3 2019 | $703,000 | -4.4% | 4,405 | -5.0% | 0.02% | -8.7% |
Q2 2019 | $735,000 | -33.1% | 4,638 | -35.8% | 0.02% | -36.1% |
Q1 2019 | $1,098,000 | +9.1% | 7,225 | -7.7% | 0.04% | -7.7% |
Q4 2018 | $1,006,000 | -18.0% | 7,824 | -0.3% | 0.04% | -9.3% |
Q3 2018 | $1,227,000 | +12.8% | 7,847 | +3.2% | 0.04% | -20.4% |
Q2 2018 | $1,088,000 | -13.2% | 7,606 | -12.0% | 0.05% | -1.8% |
Q1 2018 | $1,254,000 | +29.3% | 8,643 | +31.2% | 0.06% | +34.1% |
Q4 2017 | $970,000 | +8.5% | 6,589 | +2.3% | 0.04% | 0.0% |
Q3 2017 | $894,000 | +1.4% | 6,438 | -4.2% | 0.04% | -2.4% |
Q2 2017 | $882,000 | +8.2% | 6,717 | +3.9% | 0.04% | +7.7% |
Q1 2017 | $815,000 | +9.1% | 6,462 | +4.1% | 0.04% | 0.0% |
Q4 2016 | $747,000 | +109.2% | 6,210 | +98.7% | 0.04% | +178.6% |
Q3 2016 | $357,000 | +12.6% | 3,125 | +7.7% | 0.01% | -22.2% |
Q2 2016 | $317,000 | +1.9% | 2,901 | 0.0% | 0.02% | -5.3% |
Q1 2016 | $311,000 | +6.1% | 2,901 | +2.0% | 0.02% | 0.0% |
Q4 2015 | $293,000 | +12.3% | 2,844 | +5.7% | 0.02% | +5.6% |
Q3 2015 | $261,000 | -49.8% | 2,690 | -44.3% | 0.02% | -45.5% |
Q2 2015 | $520,000 | 0.0% | 4,829 | 0.0% | 0.03% | 0.0% |
Q1 2015 | $520,000 | +71.1% | 4,829 | +69.4% | 0.03% | +57.1% |
Q4 2014 | $304,000 | -4.1% | 2,850 | -9.5% | 0.02% | -4.5% |
Q3 2014 | $317,000 | +57.7% | 3,150 | +57.4% | 0.02% | +46.7% |
Q4 2013 | $201,000 | -1.0% | 2,001 | -11.1% | 0.02% | -16.7% |
Q3 2013 | $203,000 | – | 2,251 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MORGAN JESS S & CO INC | 41,024 | $4,325,000 | 3.15% |
First Citizens Financial Corp | 38,005 | $4,007,000 | 3.01% |
MinichMacGregor Wealth Management, LLC | 82,130 | $8,658,000 | 2.77% |
Modus Advisors, LLC | 43,822 | $4,620,000 | 2.03% |
MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,321,000 | 1.92% |
NEIRG Wealth Management, LLC | 83,210 | $8,773,000 | 1.72% |
Kesler, Norman & Wride, LLC | 67,194 | $7,084,000 | 1.58% |
Rainsberger Wealth Advisors, Inc. | 19,819 | $2,089,000 | 1.34% |
PLANNING DIRECTIONS INC | 15,360 | $1,619,000 | 1.14% |
EUDAIMONIA ADVISORS LLC | 16,900 | $1,782,000 | 1.02% |