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 | $349,191 | -4.6% | 3,461 | +0.3% | 0.31% | +3.0% |
| Q2 2023 | $365,944 | +6.2% | 3,451 | +0.3% | 0.30% | +2.4% |
| Q1 2023 | $344,717 | +4.1% | 3,442 | +0.3% | 0.29% | +1.4% |
| Q4 2022 | $331,051 | +14.9% | 3,432 | 0.0% | 0.29% | +2.5% |
| Q3 2022 | $288,000 | -4.6% | 3,432 | 0.0% | 0.28% | +9.4% |
| Q2 2022 | $302,000 | -16.6% | 3,432 | 0.0% | 0.26% | -24.5% |
| Q1 2022 | $362,000 | -6.5% | 3,432 | -0.0% | 0.34% | +4.0% |
| Q4 2021 | $387,000 | +5.4% | 3,433 | +0.2% | 0.33% | +7.9% |
| Q3 2021 | $367,000 | -3.4% | 3,426 | +0.2% | 0.30% | -11.2% |
| Q2 2021 | $380,000 | +5.3% | 3,419 | +0.2% | 0.34% | -8.6% |
| Q1 2021 | $361,000 | – | 3,412 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |