ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344 | -4.7% | 3,400 | 0.0% | 0.06% | -1.8% |
| Q2 2023 | $361 | +5.9% | 3,400 | 0.0% | 0.06% | -3.4% |
| Q1 2023 | $341 | -99.9% | 3,400 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $327,964 | +15.1% | 3,400 | 0.0% | 0.06% | +9.3% |
| Q3 2022 | $285,000 | -5.0% | 3,400 | 0.0% | 0.05% | +8.0% |
| Q2 2022 | $300,000 | -16.2% | 3,400 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $358,000 | -6.5% | 3,400 | 0.0% | 0.05% | -3.8% |
| Q4 2021 | $383,000 | +5.2% | 3,400 | 0.0% | 0.05% | -3.7% |
| Q3 2021 | $364,000 | -3.7% | 3,400 | 0.0% | 0.05% | -5.3% |
| Q2 2021 | $378,000 | +5.3% | 3,400 | 0.0% | 0.06% | -3.4% |
| Q1 2021 | $359,000 | +8.8% | 3,400 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $330,000 | +41.0% | 3,400 | +119.4% | 0.06% | +11.3% |
| Q2 2020 | $234,000 | – | 1,550 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 31,570 | $4,897,000 | 2.33% |
| Ameritas Investment Company, LLC | 15,367 | $2,432,000 | 1.15% |
| PLANNING DIRECTIONS INC | 5,347 | $846,000 | 0.86% |
| Stillwater Capital Advisors, LLC | 20,417 | $3,231,000 | 0.80% |
| BAROMETER CAPITAL MANAGEMENT INC. | 26,800 | $4,241,000 | 0.55% |
| NAVELLIER & ASSOCIATES INC | 20,815 | $3,294,000 | 0.51% |
| Shulman DeMeo Asset Management LLC | 8,724 | $1,381,000 | 0.51% |
| Osborn Williams & Donohoe LLC | 28,717 | $4,545,000 | 0.47% |
| FIFTH THIRD SECURITIES, INC. | 9,227 | $1,460,000 | 0.39% |
| BigSur Wealth Management LLC | 3,420 | $544,000 | 0.38% |