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% | – |
Download | ||||||
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% |