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 | $1,481,570 | -62.2% | 14,685 | -60.2% | 0.42% | -23.7% |
| Q2 2023 | $3,916,906 | +104.5% | 36,938 | +86.0% | 0.54% | -5.9% |
| Q1 2023 | $1,915,117 | 0.0% | 19,854 | 0.0% | 0.58% | 0.0% |
| Q4 2022 | $1,915,117 | +16.6% | 19,854 | +1.2% | 0.58% | +7.0% |
| Q3 2022 | $1,643,000 | -3.1% | 19,609 | +1.9% | 0.54% | +2.9% |
| Q2 2022 | $1,696,000 | -59.0% | 19,239 | -51.0% | 0.53% | -6.2% |
| Q1 2022 | $4,136,000 | +82.0% | 39,230 | +94.5% | 0.56% | -7.7% |
| Q4 2021 | $2,273,000 | +3.2% | 20,165 | -1.9% | 0.61% | -0.3% |
| Q3 2021 | $2,202,000 | – | 20,550 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 31,570 | $4,897,000 | 2.33% |
| Ameritas Investment Company, LLC | 15,367 | $2,432,000 | 1.15% |
| PLANNING DIRECTIONS INC | 5,347 | $846,000 | 0.86% |
| Stillwater Capital Advisors, LLC | 20,417 | $3,231,000 | 0.80% |
| BAROMETER CAPITAL MANAGEMENT INC. | 26,800 | $4,241,000 | 0.55% |
| NAVELLIER & ASSOCIATES INC | 20,815 | $3,294,000 | 0.51% |
| Shulman DeMeo Asset Management LLC | 8,724 | $1,381,000 | 0.51% |
| Osborn Williams & Donohoe LLC | 28,717 | $4,545,000 | 0.47% |
| FIFTH THIRD SECURITIES, INC. | 9,227 | $1,460,000 | 0.39% |
| BigSur Wealth Management LLC | 3,420 | $544,000 | 0.38% |