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 | $389,092 | -39.4% | 3,857 | -36.3% | 0.10% | -45.7% |
| Q2 2023 | $641,711 | -47.3% | 6,052 | -50.2% | 0.18% | -56.6% |
| Q1 2023 | $1,217,935 | -8.2% | 12,159 | -11.6% | 0.40% | -19.9% |
| Q4 2022 | $1,326,146 | +49.8% | 13,748 | +30.1% | 0.50% | +52.4% |
| Q3 2022 | $885,000 | -52.5% | 10,564 | -50.1% | 0.33% | -49.7% |
| Q2 2022 | $1,865,000 | -3.6% | 21,159 | +15.3% | 0.66% | +15.3% |
| Q1 2022 | $1,935,000 | +61.4% | 18,357 | +72.7% | 0.57% | +64.0% |
| Q4 2021 | $1,199,000 | -55.3% | 10,631 | -56.0% | 0.35% | -64.5% |
| Q2 2021 | $2,685,000 | +43.9% | 24,164 | +36.9% | 0.98% | +22.2% |
| Q1 2021 | $1,866,000 | +56.2% | 17,652 | +43.4% | 0.80% | +46.8% |
| Q4 2020 | $1,195,000 | – | 12,307 | – | 0.54% | – |
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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% |