ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 167 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 1.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,098,101 | -4.8% | 30,708 | +0.1% | 0.03% | 0.0% |
| Q2 2023 | $3,253,902 | +5.4% | 30,686 | -0.5% | 0.03% | 0.0% |
| Q1 2023 | $3,088,249 | -2.0% | 30,833 | -5.6% | 0.03% | -6.9% |
| Q4 2022 | $3,150,637 | +25.8% | 32,663 | +9.3% | 0.03% | -42.0% |
| Q3 2022 | $2,504,000 | +353.6% | 29,890 | +376.9% | 0.05% | +455.6% |
| Q2 2022 | $552,000 | -32.4% | 6,268 | -19.0% | 0.01% | -25.0% |
| Q1 2022 | $816,000 | -32.4% | 7,743 | -27.7% | 0.01% | -29.4% |
| Q4 2021 | $1,207,000 | -16.4% | 10,710 | -20.5% | 0.02% | -26.1% |
| Q3 2021 | $1,444,000 | -77.5% | 13,480 | -76.7% | 0.02% | -77.7% |
| Q2 2021 | $6,416,000 | +1.6% | 57,738 | -3.4% | 0.10% | -16.9% |
| Q1 2021 | $6,317,000 | +1747.1% | 59,772 | +1596.6% | 0.12% | +1671.4% |
| Q4 2020 | $342,000 | -4.2% | 3,523 | +22.6% | 0.01% | -84.1% |
| Q1 2020 | $357,000 | -8.7% | 2,873 | +23.4% | 0.04% | +12.8% |
| Q4 2019 | $391,000 | +24.9% | 2,328 | +17.3% | 0.04% | +2.6% |
| Q3 2019 | $313,000 | – | 1,985 | – | 0.04% | – |
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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% |