ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 239 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,378 | -9.3% | 4,107 | -4.6% | 0.27% | -4.3% |
| Q2 2023 | $456,738 | +1.2% | 4,307 | -4.4% | 0.28% | -4.5% |
| Q1 2023 | $451,400 | -0.6% | 4,507 | -4.2% | 0.29% | -3.6% |
| Q4 2022 | $453,973 | +15.2% | 4,706 | 0.0% | 0.30% | +9.4% |
| Q3 2022 | $394,000 | -8.8% | 4,706 | -4.1% | 0.28% | -5.8% |
| Q2 2022 | $432,000 | -21.3% | 4,905 | -5.7% | 0.29% | -4.6% |
| Q1 2022 | $549,000 | -1.3% | 5,203 | -1.0% | 0.31% | +5.1% |
| Q4 2021 | $556,000 | -5.3% | 5,257 | 0.0% | 0.29% | +1.7% |
| Q3 2021 | $587,000 | -4.7% | 5,257 | -3.6% | 0.29% | -12.2% |
| Q2 2021 | $616,000 | +3.2% | 5,456 | 0.0% | 0.33% | -6.3% |
| Q1 2021 | $597,000 | +12.6% | 5,456 | 0.0% | 0.35% | +3.9% |
| Q4 2020 | $530,000 | +10.2% | 5,456 | +100.1% | 0.34% | -2.9% |
| Q3 2020 | $481,000 | +3.0% | 2,727 | -11.5% | 0.35% | -13.1% |
| Q2 2020 | $467,000 | +5.9% | 3,081 | -8.2% | 0.40% | -9.5% |
| Q1 2020 | $441,000 | -27.5% | 3,355 | -7.6% | 0.44% | -20.0% |
| Q4 2019 | $608,000 | – | 3,629 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 41,024 | $4,325,000 | 3.15% |
| First Citizens Financial Corp | 38,005 | $4,007,000 | 3.01% |
| MinichMacGregor Wealth Management, LLC | 82,130 | $8,658,000 | 2.77% |
| Modus Advisors, LLC | 43,822 | $4,620,000 | 2.03% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,321,000 | 1.92% |
| NEIRG Wealth Management, LLC | 83,210 | $8,773,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 67,194 | $7,084,000 | 1.58% |
| Rainsberger Wealth Advisors, Inc. | 19,819 | $2,089,000 | 1.34% |
| PLANNING DIRECTIONS INC | 15,360 | $1,619,000 | 1.14% |
| EUDAIMONIA ADVISORS LLC | 16,900 | $1,782,000 | 1.02% |