ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 163 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $25,238 | +3.7% | 238 | -2.1% | 0.05% | +10.2% |
| Q1 2023 | $24,339 | -42.9% | 243 | -45.0% | 0.05% | -49.0% |
| Q4 2022 | $42,635 | -87.3% | 442 | -88.4% | 0.10% | -88.5% |
| Q3 2022 | $337,000 | -72.3% | 3,795 | -71.3% | 0.83% | -49.1% |
| Q2 2022 | $1,217,000 | -17.1% | 13,209 | -10.1% | 1.64% | +62.8% |
| Q1 2022 | $1,468,000 | +26.2% | 14,691 | +39.6% | 1.00% | +218.7% |
| Q4 2021 | $1,163,000 | +7.0% | 10,525 | +7.0% | 0.32% | +2.6% |
| Q3 2021 | $1,087,000 | -25.8% | 9,837 | -24.6% | 0.31% | -48.3% |
| Q2 2021 | $1,464,000 | +17.1% | 13,053 | +14.4% | 0.59% | +52.7% |
| Q1 2021 | $1,250,000 | +68.0% | 11,411 | +48.9% | 0.39% | +22.3% |
| Q4 2020 | $744,000 | +192.9% | 7,663 | +338.9% | 0.32% | +176.5% |
| Q2 2018 | $254,000 | -9.3% | 1,746 | -9.0% | 0.12% | -12.9% |
| Q4 2017 | $280,000 | – | 1,918 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 90,523 | $13,129,000 | 7.19% |
| Vontobel Swiss Wealth Advisors AG | 30,364 | $4,404,000 | 2.32% |
| GRIMES & COMPANY, INC. | 138,045 | $20,021,000 | 1.94% |
| Milestone Advisory Partners | 15,114 | $2,192,000 | 1.64% |
| NAVELLIER & ASSOCIATES INC | 68,977 | $10,004,000 | 1.52% |
| PLANNING DIRECTIONS INC | 7,523 | $1,091,000 | 1.07% |
| Stillwater Capital Advisors, LLC | 26,325 | $3,818,000 | 0.92% |
| BREITER CAPITAL MANAGEMENT INC | 3,912 | $567,000 | 0.77% |
| Risk Paradigm Group, LLC | 3,379 | $490,056,000 | 0.62% |
| Prospera Financial Services Inc | 29,566 | $4,284,000 | 0.60% |