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 | $9,964,448 | -6.0% | 98,761 | -1.2% | 0.38% | -5.2% |
| Q2 2023 | $10,598,012 | -1.0% | 99,939 | -6.4% | 0.41% | -7.7% |
| Q1 2023 | $10,699,947 | +321.0% | 106,823 | +305.4% | 0.44% | +246.5% |
| Q4 2022 | $2,541,479 | +11.9% | 26,347 | -2.8% | 0.13% | +7.6% |
| Q3 2022 | $2,271,000 | +23.4% | 27,104 | +29.8% | 0.12% | +25.5% |
| Q2 2022 | $1,841,000 | -45.9% | 20,884 | -35.3% | 0.09% | -33.8% |
| Q1 2022 | $3,401,000 | -58.5% | 32,256 | -55.6% | 0.14% | -59.9% |
| Q4 2021 | $8,190,000 | +5.2% | 72,629 | -0.0% | 0.35% | -8.8% |
| Q3 2021 | $7,786,000 | +127.5% | 72,654 | +135.9% | 0.39% | +125.6% |
| Q2 2021 | $3,422,000 | +9.2% | 30,795 | +3.9% | 0.17% | -7.5% |
| Q1 2021 | $3,134,000 | +193.4% | 29,648 | +169.6% | 0.19% | +151.4% |
| Q4 2020 | $1,068,000 | -55.9% | 10,997 | -24.0% | 0.07% | -92.0% |
| Q3 2020 | $2,420,000 | +332.1% | 14,479 | +290.2% | 0.92% | +1750.0% |
| Q2 2020 | $560,000 | +0.5% | 3,711 | -17.3% | 0.05% | -15.3% |
| Q1 2020 | $557,000 | -57.2% | 4,488 | -42.1% | 0.06% | -41.0% |
| Q4 2019 | $1,300,000 | +5.6% | 7,754 | +0.0% | 0.10% | -20.6% |
| Q3 2019 | $1,231,000 | +31.0% | 7,753 | +30.9% | 0.13% | +18.9% |
| Q2 2019 | $940,000 | +11.0% | 5,923 | +8.5% | 0.11% | -62.0% |
| Q1 2019 | $847,000 | +60.1% | 5,458 | +32.6% | 0.28% | +160.7% |
| Q4 2018 | $529,000 | -85.0% | 4,116 | -82.1% | 0.11% | -83.7% |
| Q3 2018 | $3,517,000 | -16.9% | 23,023 | -21.7% | 0.66% | +14.5% |
| Q2 2018 | $4,230,000 | -1.3% | 29,395 | -0.6% | 0.57% | -4.2% |
| Q1 2018 | $4,284,000 | +9.7% | 29,566 | +12.3% | 0.60% | +0.2% |
| Q4 2017 | $3,905,000 | -1.1% | 26,337 | -7.4% | 0.60% | -0.7% |
| Q3 2017 | $3,950,000 | +7.7% | 28,433 | +2.0% | 0.60% | +2.2% |
| Q2 2017 | $3,666,000 | +5.3% | 27,887 | +0.8% | 0.59% | -6.2% |
| Q1 2017 | $3,480,000 | +46.0% | 27,671 | +40.4% | 0.63% | +34.3% |
| Q4 2016 | $2,383,000 | +251.0% | 19,707 | +231.8% | 0.47% | +243.4% |
| Q3 2016 | $679,000 | +161.2% | 5,940 | +146.2% | 0.14% | +134.5% |
| Q1 2015 | $260,000 | +1.2% | 2,413 | 0.0% | 0.06% | -9.4% |
| Q4 2014 | $257,000 | -98.5% | 2,413 | -98.6% | 0.06% | -98.6% |
| Q3 2014 | $17,475,000 | +21.7% | 172,793 | +24.7% | 4.71% | +21.2% |
| Q2 2014 | $14,360,000 | +16.8% | 138,613 | +14.3% | 3.88% | -6.0% |
| Q4 2013 | $12,292,000 | +26.4% | 121,243 | +13.8% | 4.13% | +12.0% |
| Q3 2013 | $9,728,000 | +24.5% | 106,578 | +14.4% | 3.69% | +2.1% |
| Q2 2013 | $7,811,000 | – | 93,180 | – | 3.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 168,460 | $16,357,000 | 3.81% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 67,328 | $6,538,000 | 3.37% |
| First Citizens Financial Corp | 38,390 | $3,728,000 | 3.25% |
| MORGAN JESS S & CO INC | 40,800 | $3,962,000 | 3.16% |
| MinichMacGregor Wealth Management, LLC | 73,161 | $7,103,000 | 2.89% |
| Modus Advisors, LLC | 42,772 | $4,153,000 | 2.15% |
| Kesler, Norman & Wride, LLC | 67,732 | $6,577,000 | 1.83% |
| Cadent Capital Advisors, LLC | 36,231 | $3,518,000 | 1.73% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,564,994 | 1.16% |
| Stillwater Capital Advisors, LLC | 36,615 | $3,555,000 | 0.68% |