ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,852 | -4.6% | 5,108 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $541,652 | +148.0% | 5,108 | +134.3% | 0.00% | -75.0% |
| Q1 2023 | $218,439 | +3.9% | 2,180 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $210,266 | -8.2% | 2,180 | +0.1% | 0.00% | +50.0% |
| Q1 2022 | $229,000 | -6.5% | 2,177 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $245,000 | -32.7% | 2,176 | -36.8% | 0.00% | -66.7% |
| Q1 2021 | $364,000 | – | 3,445 | – | 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% |