ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,022,159 | +14.4% | 43,915 | +1.0% | 2.04% | +6.5% |
| Q3 2023 | $4,388,297 | -4.6% | 43,496 | +0.2% | 1.91% | -3.1% |
| Q2 2023 | $4,602,015 | +5.9% | 43,399 | -0.0% | 1.98% | -1.3% |
| Q1 2023 | $4,347,408 | +1.9% | 43,405 | -1.9% | 2.00% | -3.1% |
| Q4 2022 | $4,267,912 | +15.8% | 44,245 | +0.6% | 2.07% | +6.7% |
| Q3 2022 | $3,684,000 | -5.2% | 43,967 | -0.3% | 1.94% | -1.5% |
| Q2 2022 | $3,886,000 | -15.9% | 44,097 | +0.6% | 1.97% | -2.9% |
| Q1 2022 | $4,620,000 | -4.0% | 43,822 | +2.6% | 2.03% | -1.1% |
| Q4 2021 | $4,815,000 | +3.0% | 42,708 | -2.1% | 2.05% | +1.2% |
| Q3 2021 | $4,677,000 | -4.3% | 43,646 | -0.8% | 2.02% | -1.6% |
| Q2 2021 | $4,888,000 | +5.1% | 43,988 | -0.1% | 2.06% | -4.6% |
| Q1 2021 | $4,652,000 | +12.0% | 44,019 | +2.9% | 2.16% | +0.3% |
| Q4 2020 | $4,153,000 | +19.0% | 42,772 | +104.8% | 2.15% | +7.1% |
| Q3 2020 | $3,491,000 | +58.4% | 20,884 | +42.9% | 2.00% | +39.5% |
| Q2 2020 | $2,204,000 | – | 14,612 | – | 1.44% | – |
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% |