ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,690 | -4.9% | 691 | 0.0% | 0.03% | +3.4% |
| Q2 2023 | $73,247 | +6.0% | 691 | +0.1% | 0.03% | -14.7% |
| Q1 2023 | $69,075 | -14.3% | 690 | -17.5% | 0.03% | -8.1% |
| Q4 2022 | $80,612 | +12.0% | 836 | -2.1% | 0.04% | 0.0% |
| Q3 2022 | $72,000 | -33.9% | 854 | -30.7% | 0.04% | -32.7% |
| Q2 2022 | $109,000 | +12.4% | 1,232 | +33.6% | 0.06% | +27.9% |
| Q1 2022 | $97,000 | +15.5% | 922 | +23.9% | 0.04% | +26.5% |
| Q4 2021 | $84,000 | +37.7% | 744 | +30.1% | 0.03% | +17.2% |
| Q3 2021 | $61,000 | +19.6% | 572 | +24.1% | 0.03% | +26.1% |
| Q2 2021 | $51,000 | +2.0% | 461 | 0.0% | 0.02% | -8.0% |
| Q1 2021 | $50,000 | – | 461 | – | 0.02% | – |
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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% |