ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fulcrum Equity Management | 31,570 | $4,897,000 | 2.33% |
Ameritas Investment Company, LLC | 15,367 | $2,432,000 | 1.15% |
PLANNING DIRECTIONS INC | 5,347 | $846,000 | 0.86% |
Stillwater Capital Advisors, LLC | 20,417 | $3,231,000 | 0.80% |
BAROMETER CAPITAL MANAGEMENT INC. | 26,800 | $4,241,000 | 0.55% |
NAVELLIER & ASSOCIATES INC | 20,815 | $3,294,000 | 0.51% |
Shulman DeMeo Asset Management LLC | 8,724 | $1,381,000 | 0.51% |
Osborn Williams & Donohoe LLC | 28,717 | $4,545,000 | 0.47% |
FIFTH THIRD SECURITIES, INC. | 9,227 | $1,460,000 | 0.39% |
BigSur Wealth Management LLC | 3,420 | $544,000 | 0.38% |