ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $744,568 | -7.1% | 7,380 | -2.4% | 0.07% | -1.5% |
| Q2 2023 | $801,556 | +5.9% | 7,559 | 0.0% | 0.07% | +3.1% |
| Q1 2023 | $757,111 | -2.9% | 7,559 | -6.5% | 0.06% | -3.0% |
| Q4 2022 | $779,783 | +7.1% | 8,084 | -6.9% | 0.07% | -1.5% |
| Q3 2022 | $728,000 | -5.1% | 8,686 | -0.2% | 0.07% | +1.5% |
| Q2 2022 | $767,000 | -26.0% | 8,703 | -11.5% | 0.07% | -14.1% |
| Q1 2022 | $1,037,000 | -8.8% | 9,831 | -2.5% | 0.08% | -2.5% |
| Q4 2021 | $1,137,000 | +5.1% | 10,081 | -0.1% | 0.08% | +1.3% |
| Q3 2021 | $1,082,000 | -3.7% | 10,096 | -0.2% | 0.08% | -2.5% |
| Q2 2021 | $1,124,000 | +4.4% | 10,121 | -0.6% | 0.08% | 0.0% |
| Q1 2021 | $1,077,000 | +13.4% | 10,186 | +4.2% | 0.08% | +8.0% |
| Q4 2020 | $950,000 | +15.0% | 9,776 | +97.8% | 0.08% | +10.3% |
| Q3 2020 | $826,000 | +10.7% | 4,943 | -0.1% | 0.07% | +9.7% |
| Q2 2020 | $746,000 | +21.3% | 4,948 | 0.0% | 0.06% | +14.8% |
| Q1 2020 | $615,000 | -27.2% | 4,948 | -1.9% | 0.05% | -28.9% |
| Q4 2019 | $845,000 | +4.2% | 5,043 | -1.3% | 0.08% | -5.0% |
| Q3 2019 | $811,000 | -0.2% | 5,108 | -0.6% | 0.08% | +1.3% |
| Q2 2019 | $813,000 | +3.6% | 5,138 | -0.7% | 0.08% | +3.9% |
| Q1 2019 | $785,000 | +29.3% | 5,173 | +9.5% | 0.08% | +11.8% |
| Q4 2018 | $607,000 | -17.2% | 4,723 | +0.6% | 0.07% | -5.6% |
| Q3 2018 | $733,000 | +6.5% | 4,696 | -1.9% | 0.07% | +16.1% |
| Q2 2018 | $688,000 | -2.7% | 4,786 | -1.9% | 0.06% | -1.6% |
| Q1 2018 | $707,000 | -5.5% | 4,880 | -3.9% | 0.06% | -16.0% |
| Q4 2017 | $748,000 | +4.3% | 5,080 | -1.9% | 0.08% | +1.4% |
| Q3 2017 | $717,000 | +2.1% | 5,180 | -3.0% | 0.07% | -6.3% |
| Q2 2017 | $702,000 | +4.3% | 5,340 | 0.0% | 0.08% | +6.8% |
| Q1 2017 | $673,000 | – | 5,340 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 41,024 | $4,325,000 | 3.15% |
| First Citizens Financial Corp | 38,005 | $4,007,000 | 3.01% |
| MinichMacGregor Wealth Management, LLC | 82,130 | $8,658,000 | 2.77% |
| Modus Advisors, LLC | 43,822 | $4,620,000 | 2.03% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,321,000 | 1.92% |
| NEIRG Wealth Management, LLC | 83,210 | $8,773,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 67,194 | $7,084,000 | 1.58% |
| Rainsberger Wealth Advisors, Inc. | 19,819 | $2,089,000 | 1.34% |
| PLANNING DIRECTIONS INC | 15,360 | $1,619,000 | 1.14% |
| EUDAIMONIA ADVISORS LLC | 16,900 | $1,782,000 | 1.02% |