ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,131 | -4.9% | 2,043 | 0.0% | 0.09% | -33.3% |
| Q2 2023 | $216,653 | +6.1% | 2,043 | +0.2% | 0.13% | +38.7% |
| Q1 2023 | $204,208 | -95.5% | 2,039 | -94.9% | 0.09% | -95.4% |
| Q4 2021 | $4,548,000 | +6.9% | 40,339 | +1.6% | 2.01% | +6.2% |
| Q3 2021 | $4,253,000 | +1.1% | 39,690 | +4.8% | 1.89% | +8.1% |
| Q2 2021 | $4,207,000 | +6.4% | 37,856 | +1.2% | 1.75% | -0.3% |
| Q1 2021 | $3,954,000 | +12.4% | 37,413 | +3.3% | 1.76% | +1.3% |
| Q4 2020 | $3,518,000 | – | 36,231 | – | 1.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 168,460 | $16,357,000 | 3.81% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 67,328 | $6,538,000 | 3.37% |
| First Citizens Financial Corp | 38,390 | $3,728,000 | 3.25% |
| MORGAN JESS S & CO INC | 40,800 | $3,962,000 | 3.16% |
| MinichMacGregor Wealth Management, LLC | 73,161 | $7,103,000 | 2.89% |
| Modus Advisors, LLC | 42,772 | $4,153,000 | 2.15% |
| Kesler, Norman & Wride, LLC | 67,732 | $6,577,000 | 1.83% |
| Cadent Capital Advisors, LLC | 36,231 | $3,518,000 | 1.73% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,564,994 | 1.16% |
| Stillwater Capital Advisors, LLC | 36,615 | $3,555,000 | 0.68% |