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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,030,000 | +40.5% | 9,140 | +33.6% | 0.40% | +22.5% |
| Q3 2021 | $733,000 | -3.6% | 6,840 | 0.0% | 0.33% | -4.1% |
| Q2 2021 | $760,000 | +5.1% | 6,840 | 0.0% | 0.34% | -7.5% |
| Q1 2021 | $723,000 | +8.7% | 6,840 | 0.0% | 0.37% | -1.1% |
| Q4 2020 | $665,000 | +16.3% | 6,840 | +100.0% | 0.38% | +3.0% |
| Q3 2020 | $572,000 | +10.9% | 3,420 | 0.0% | 0.36% | -1.4% |
| Q2 2020 | $516,000 | +21.4% | 3,420 | 0.0% | 0.37% | +15.7% |
| Q1 2020 | $425,000 | -25.8% | 3,420 | 0.0% | 0.32% | -1.5% |
| Q4 2019 | $573,000 | +5.5% | 3,420 | 0.0% | 0.32% | -11.5% |
| Q3 2019 | $543,000 | -0.2% | 3,420 | 0.0% | 0.37% | -3.7% |
| Q2 2019 | $544,000 | +4.8% | 3,420 | 0.0% | 0.38% | +11.8% |
| Q1 2019 | $519,000 | +18.0% | 3,420 | 0.0% | 0.34% | +8.6% |
| Q4 2018 | $440,000 | -17.9% | 3,420 | 0.0% | 0.31% | -6.6% |
| Q3 2018 | $536,000 | +8.7% | 3,420 | 0.0% | 0.34% | -6.7% |
| Q2 2018 | $493,000 | -0.6% | 3,420 | 0.0% | 0.36% | +1.4% |
| Q1 2018 | $496,000 | – | 3,420 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |