ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 119 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 1.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,637,768 | -5.0% | 16,233 | -0.2% | 0.04% | -4.3% |
| Q2 2023 | $1,724,137 | +4.9% | 16,259 | -0.9% | 0.05% | 0.0% |
| Q1 2023 | $1,643,354 | +396.4% | 16,407 | +378.1% | 0.05% | +360.0% |
| Q4 2022 | $331,051 | +5.1% | 3,432 | +23.0% | 0.01% | +11.1% |
| Q4 2021 | $315,000 | +152.0% | 2,790 | +147.6% | 0.01% | +125.0% |
| Q2 2021 | $125,000 | +115.5% | 1,127 | +88.5% | 0.00% | +100.0% |
| Q4 2020 | $58,000 | +100.0% | 598 | +243.7% | 0.00% | +100.0% |
| Q3 2020 | $29,000 | +31.8% | 174 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | +69.2% | 174 | +50.0% | 0.00% | -50.0% |
| Q3 2016 | $13,000 | 0.0% | 116 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $13,000 | -97.5% | 116 | -97.7% | 0.00% | -98.4% |
| Q3 2014 | $514,000 | +33.9% | 5,081 | +37.1% | 0.19% | +15.3% |
| Q2 2014 | $384,000 | +25.9% | 3,706 | +23.0% | 0.16% | +6.5% |
| Q4 2013 | $305,000 | – | 3,012 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 31,570 | $4,897,000 | 2.33% |
| Ameritas Investment Company, LLC | 15,367 | $2,432,000 | 1.15% |
| PLANNING DIRECTIONS INC | 5,347 | $846,000 | 0.86% |
| Stillwater Capital Advisors, LLC | 20,417 | $3,231,000 | 0.80% |
| BAROMETER CAPITAL MANAGEMENT INC. | 26,800 | $4,241,000 | 0.55% |
| NAVELLIER & ASSOCIATES INC | 20,815 | $3,294,000 | 0.51% |
| Shulman DeMeo Asset Management LLC | 8,724 | $1,381,000 | 0.51% |
| Osborn Williams & Donohoe LLC | 28,717 | $4,545,000 | 0.47% |
| FIFTH THIRD SECURITIES, INC. | 9,227 | $1,460,000 | 0.39% |
| BigSur Wealth Management LLC | 3,420 | $544,000 | 0.38% |