ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 234 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $269,000 | -6.9% | 2,564 | 0.0% | 0.15% | -5.1% |
| Q4 2021 | $289,000 | -15.0% | 2,564 | -19.0% | 0.16% | -18.6% |
| Q3 2021 | $340,000 | -3.1% | 3,164 | 0.0% | 0.19% | +0.5% |
| Q2 2021 | $351,000 | +5.1% | 3,164 | 0.0% | 0.19% | -1.5% |
| Q1 2021 | $334,000 | +8.8% | 3,164 | 0.0% | 0.20% | +28.9% |
| Q4 2020 | $307,000 | +16.3% | 3,164 | +100.0% | 0.15% | -1.3% |
| Q3 2020 | $264,000 | +10.5% | 1,582 | 0.0% | 0.15% | -21.0% |
| Q2 2020 | $239,000 | +9.1% | 1,582 | -10.3% | 0.20% | -17.7% |
| Q1 2020 | $219,000 | -17.4% | 1,763 | +11.4% | 0.24% | +1.7% |
| Q4 2019 | $265,000 | -5.4% | 1,582 | -10.3% | 0.23% | 0.0% |
| Q3 2019 | $280,000 | – | 1,763 | – | 0.23% | – |
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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% |