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 | $8,904,464 | +31.9% | 88,259 | +38.6% | 1.20% | +43.6% |
| Q2 2023 | $6,752,473 | +463.1% | 63,678 | +431.8% | 0.84% | +387.8% |
| Q1 2023 | $1,199,229 | +65.0% | 11,973 | +58.9% | 0.17% | +48.3% |
| Q4 2022 | $726,630 | +182.7% | 7,533 | +225.3% | 0.12% | +169.8% |
| Q2 2021 | $257,000 | +4.5% | 2,316 | -0.8% | 0.04% | -4.4% |
| Q1 2021 | $246,000 | +9.8% | 2,334 | +0.8% | 0.04% | -4.3% |
| Q4 2020 | $224,000 | – | 2,316 | – | 0.05% | – |
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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% |