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 | $383,786 | -4.9% | 3,804 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $403,376 | +6.3% | 3,804 | +0.4% | 0.13% | 0.0% |
| Q1 2023 | $379,506 | +2.7% | 3,789 | -1.1% | 0.13% | -5.3% |
| Q4 2022 | $369,447 | +20.3% | 3,830 | +4.3% | 0.13% | +8.1% |
| Q3 2022 | $307,000 | -95.9% | 3,672 | -95.7% | 0.12% | -96.0% |
| Q2 2022 | $7,479,000 | -13.6% | 84,872 | +3.3% | 3.08% | +11.3% |
| Q1 2022 | $8,658,000 | -25.1% | 82,130 | -19.9% | 2.77% | -21.3% |
| Q4 2021 | $11,556,000 | +13.3% | 102,510 | +7.7% | 3.52% | +2.4% |
| Q3 2021 | $10,202,000 | +20.0% | 95,209 | +24.4% | 3.43% | +15.2% |
| Q2 2021 | $8,502,000 | +12.6% | 76,514 | +7.1% | 2.98% | +5.6% |
| Q1 2021 | $7,553,000 | +6.3% | 71,473 | -2.3% | 2.82% | -2.5% |
| Q4 2020 | $7,103,000 | – | 73,161 | – | 2.89% | – |
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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% |