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 | $1,904,135 | -2.2% | 18,873 | +2.8% | 0.01% | -12.5% |
| Q2 2023 | $1,946,722 | +125576.0% | 18,358 | +18.6% | 0.01% | +14.3% |
| Q1 2023 | $1,549 | -11.0% | 15,474 | -14.3% | 0.01% | -22.2% |
| Q4 2022 | $1,741 | -99.9% | 18,058 | -3.5% | 0.01% | +12.5% |
| Q3 2022 | $1,568,000 | -8.9% | 18,722 | -4.2% | 0.01% | -11.1% |
| Q2 2022 | $1,722,000 | -30.6% | 19,540 | -17.0% | 0.01% | -25.0% |
| Q1 2022 | $2,481,000 | +16.0% | 23,538 | +24.0% | 0.01% | +20.0% |
| Q4 2021 | $2,139,000 | +6.0% | 18,975 | +0.8% | 0.01% | -9.1% |
| Q3 2021 | $2,017,000 | -4.1% | 18,829 | -0.6% | 0.01% | -8.3% |
| Q2 2021 | $2,104,000 | +18.1% | 18,942 | +12.3% | 0.01% | 0.0% |
| Q1 2021 | $1,782,000 | 0.0% | 16,862 | -8.2% | 0.01% | -7.7% |
| Q4 2020 | $1,782,000 | +41.5% | 18,362 | +143.7% | 0.01% | +8.3% |
| Q3 2020 | $1,259,000 | +20.5% | 7,534 | +8.7% | 0.01% | +9.1% |
| Q2 2020 | $1,045,000 | +11.3% | 6,930 | -8.3% | 0.01% | -8.3% |
| Q1 2020 | $939,000 | +381.5% | 7,559 | +551.1% | 0.01% | +500.0% |
| Q4 2019 | $195,000 | -10.6% | 1,161 | -15.5% | 0.00% | -33.3% |
| Q3 2019 | $218,000 | -54.9% | 1,374 | -55.0% | 0.00% | -57.1% |
| Q2 2019 | $483,000 | -23.8% | 3,054 | -26.9% | 0.01% | -22.2% |
| Q1 2019 | $634,000 | – | 4,179 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 180,977 | $20,110,000 | 4.37% |
| MORGAN JESS S & CO INC | 42,600 | $4,734,000 | 3.11% |
| First Citizens Financial Corp | 36,601 | $4,067,000 | 3.08% |
| MinichMacGregor Wealth Management, LLC | 76,514 | $8,502,000 | 2.98% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 24,816 | $2,758,000 | 2.66% |
| Modus Advisors, LLC | 43,988 | $4,888,000 | 2.06% |
| Cadent Capital Advisors, LLC | 37,856 | $4,207,000 | 1.75% |
| Kesler, Norman & Wride, LLC | 55,576 | $6,259,000 | 1.44% |
| PLANNING DIRECTIONS INC | 14,943 | $1,660,000 | 1.21% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,935,346 | 1.15% |