ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 152 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $351,127 | +4.1% | 3,506 | +0.2% | 0.02% | -5.0% |
| Q4 2022 | $337,457 | +14.4% | 3,499 | -0.7% | 0.02% | 0.0% |
| Q3 2022 | $295,000 | +17.5% | 3,524 | +23.7% | 0.02% | +17.6% |
| Q2 2022 | $251,000 | -16.1% | 2,848 | +0.2% | 0.02% | -5.6% |
| Q1 2022 | $299,000 | -20.5% | 2,843 | -14.9% | 0.02% | -21.7% |
| Q4 2021 | $376,000 | +1.9% | 3,339 | -3.1% | 0.02% | -8.0% |
| Q3 2021 | $369,000 | -2.9% | 3,446 | +0.7% | 0.02% | -7.4% |
| Q2 2021 | $380,000 | +4.4% | 3,421 | -0.7% | 0.03% | -12.9% |
| Q1 2021 | $364,000 | +24.2% | 3,445 | +14.0% | 0.03% | +19.2% |
| Q4 2020 | $293,000 | -29.6% | 3,022 | +4.0% | 0.03% | -7.1% |
| Q3 2020 | $416,000 | +98.1% | 2,905 | +108.5% | 0.03% | +3.7% |
| Q2 2020 | $210,000 | +5.0% | 1,393 | -13.6% | 0.03% | -22.9% |
| Q1 2020 | $200,000 | -44.8% | 1,613 | -25.3% | 0.04% | -23.9% |
| Q4 2019 | $362,000 | +4.3% | 2,160 | -1.2% | 0.05% | -17.9% |
| Q3 2019 | $347,000 | +0.6% | 2,186 | +0.2% | 0.06% | -17.6% |
| Q2 2019 | $345,000 | +49.4% | 2,182 | +21.5% | 0.07% | +15.3% |
| Q4 2018 | $231,000 | -0.9% | 1,796 | +20.5% | 0.06% | +59.5% |
| Q3 2018 | $233,000 | -37.9% | 1,491 | -44.9% | 0.04% | -58.0% |
| Q3 2017 | $375,000 | – | 2,706 | – | 0.09% | – |
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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% |