ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 234 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,889 | -39.0% | 3,072 | -35.9% | 0.02% | -36.0% |
| Q2 2023 | $508,415 | +65.5% | 4,795 | +56.3% | 0.02% | +31.6% |
| Q1 2023 | $307,255 | -8.6% | 3,068 | -12.0% | 0.02% | -20.8% |
| Q4 2022 | $336,126 | +18.8% | 3,485 | +3.3% | 0.02% | +4.3% |
| Q3 2022 | $283,000 | -4.7% | 3,375 | +0.1% | 0.02% | -8.0% |
| Q2 2022 | $297,000 | -16.3% | 3,373 | +0.1% | 0.02% | 0.0% |
| Q1 2022 | $355,000 | -8.3% | 3,370 | -1.8% | 0.02% | -13.8% |
| Q4 2021 | $387,000 | +26.9% | 3,433 | +20.6% | 0.03% | -31.0% |
| Q3 2021 | $305,000 | -5.3% | 2,846 | -1.7% | 0.04% | -27.6% |
| Q2 2021 | $322,000 | +17.5% | 2,896 | +11.7% | 0.06% | +9.4% |
| Q1 2021 | $274,000 | +1041.7% | 2,592 | +1530.2% | 0.05% | +307.7% |
| Q2 2020 | $24,000 | – | 159 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |