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 | $294,195 | -4.9% | 2,916 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $309,213 | -7.9% | 2,916 | -13.0% | 0.03% | -16.1% |
| Q1 2023 | $335,836 | +66.3% | 3,353 | +39.7% | 0.03% | +158.3% |
| Q3 2022 | $202,000 | -4.7% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $212,000 | -30.3% | 2,400 | -16.7% | 0.01% | -20.0% |
| Q1 2022 | $304,000 | +30.5% | 2,880 | +36.6% | 0.02% | -37.5% |
| Q2 2021 | $233,000 | – | 2,108 | – | 0.02% | – |
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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% |