ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,196 | -4.9% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,329 | +5.9% | 220 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,035 | +3.8% | 220 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $21,221 | +17.9% | 220 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $18,000 | -5.3% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -17.4% | 220 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $23,000 | -8.0% | 220 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $25,000 | +4.2% | 220 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 220 | 0.0% | 0.02% | -11.8% |
| Q2 2021 | $24,000 | +4.3% | 220 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $23,000 | +9.5% | 220 | 0.0% | 0.02% | -10.5% |
| Q4 2020 | $21,000 | – | 220 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| US FINANCIAL ADVISORS, LLC | 22,843 | $2,446,000 | 4.26% |
| Risk Paradigm Group, LLC | 10,386 | $1,111,925,000 | 1.41% |
| Stillwater Capital Advisors, LLC | 29,670 | $3,176,000 | 0.94% |
| Janney Capital Management LLC | 121,644 | $13,023,000 | 0.70% |
| Virtu Financial LLC | 42,404 | $4,541,000 | 0.63% |
| Peachtree Investment Advisors, Inc. | 4,804 | $514,000 | 0.52% |
| SONATA CAPITAL GROUP INC | 3,600 | $385,000 | 0.33% |
| Snowden Capital Advisors LLC | 6,005 | $642,907 | 0.22% |
| Destination Wealth Management | 18,274 | $1,881,000 | 0.18% |
| NATIONAL PLANNING CORP | 17,965 | $1,940,000 | 0.17% |