ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $977,624 | +13.5% | 9,690 | +19.3% | 0.40% | +13.8% |
| Q2 2023 | $861,575 | +26.5% | 8,125 | +19.5% | 0.36% | +18.3% |
| Q1 2023 | $681,088 | +3.8% | 6,800 | 0.0% | 0.30% | -3.8% |
| Q4 2022 | $655,928 | +14.1% | 6,800 | -1.0% | 0.31% | +5.0% |
| Q3 2022 | $575,000 | -5.1% | 6,866 | -0.2% | 0.30% | -1.0% |
| Q2 2022 | $606,000 | -39.5% | 6,878 | -27.6% | 0.30% | -29.0% |
| Q1 2022 | $1,002,000 | -10.2% | 9,505 | -4.0% | 0.42% | -9.4% |
| Q4 2021 | $1,116,000 | -4.6% | 9,899 | -9.3% | 0.47% | -13.5% |
| Q3 2021 | $1,170,000 | +15.6% | 10,916 | +21.6% | 0.54% | +14.9% |
| Q2 2021 | $1,012,000 | +2.4% | 8,978 | -4.0% | 0.47% | -7.1% |
| Q1 2021 | $988,000 | -11.3% | 9,349 | -18.5% | 0.51% | -17.0% |
| Q4 2020 | $1,114,000 | +33.3% | 11,475 | +129.5% | 0.61% | +15.3% |
| Q3 2020 | $836,000 | +21.9% | 5,000 | +9.9% | 0.53% | +10.2% |
| Q2 2020 | $686,000 | +86.9% | 4,551 | +54.2% | 0.48% | +50.3% |
| Q1 2020 | $367,000 | – | 2,951 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 168,460 | $16,357,000 | 3.81% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 67,328 | $6,538,000 | 3.37% |
| First Citizens Financial Corp | 38,390 | $3,728,000 | 3.25% |
| MORGAN JESS S & CO INC | 40,800 | $3,962,000 | 3.16% |
| MinichMacGregor Wealth Management, LLC | 73,161 | $7,103,000 | 2.89% |
| Modus Advisors, LLC | 42,772 | $4,153,000 | 2.15% |
| Kesler, Norman & Wride, LLC | 67,732 | $6,577,000 | 1.83% |
| Cadent Capital Advisors, LLC | 36,231 | $3,518,000 | 1.73% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,564,994 | 1.16% |
| Stillwater Capital Advisors, LLC | 36,615 | $3,555,000 | 0.68% |