ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 163 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $110,979 | +0.7% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $110,176 | 0.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $110,176 | +3.8% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $106,106 | +16.6% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $91,000 | -18.0% | 1,100 | -13.4% | 0.00% | 0.0% |
| Q2 2022 | $111,000 | -16.5% | 1,270 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $133,000 | -6.3% | 1,270 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $142,000 | +21.4% | 1,270 | +15.5% | 0.00% | 0.0% |
| Q3 2021 | $117,000 | -3.3% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $121,000 | +5.2% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $115,000 | +9.5% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $105,000 | +15.4% | 1,100 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $91,000 | +11.0% | 550 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $82,000 | -9.9% | 550 | 0.0% | 0.00% | – |
| Q1 2020 | $91,000 | 0.0% | 550 | 0.0% | 0.00% | – |
| Q4 2019 | $91,000 | +5.8% | 550 | 0.0% | 0.00% | – |
| Q3 2019 | $86,000 | 0.0% | 550 | 0.0% | 0.00% | – |
| Q2 2019 | $86,000 | +3.6% | 550 | 0.0% | 0.00% | – |
| Q1 2019 | $83,000 | +20.3% | 550 | 0.0% | 0.00% | – |
| Q4 2018 | $69,000 | -13.8% | 550 | 0.0% | 0.00% | – |
| Q1 2018 | $80,000 | 0.0% | 550 | 0.0% | 0.00% | – |
| Q4 2017 | $80,000 | +6.7% | 550 | 0.0% | 0.00% | – |
| Q3 2017 | $75,000 | +8.7% | 550 | 0.0% | 0.00% | – |
| Q2 2017 | $69,000 | 0.0% | 550 | 0.0% | 0.00% | – |
| Q1 2017 | $69,000 | +4.5% | 550 | 0.0% | 0.00% | – |
| Q4 2016 | $66,000 | +6.5% | 550 | 0.0% | 0.00% | – |
| Q3 2016 | $62,000 | +3.3% | 550 | 0.0% | 0.00% | – |
| Q2 2016 | $60,000 | +3.4% | 550 | 0.0% | 0.00% | – |
| Q1 2016 | $58,000 | +3.6% | 550 | 0.0% | 0.00% | – |
| Q4 2015 | $56,000 | +5.7% | 550 | 0.0% | 0.00% | – |
| Q3 2015 | $53,000 | +152.4% | 550 | +175.0% | 0.00% | – |
| Q2 2015 | $21,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2015 | $21,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2014 | $21,000 | +5.0% | 200 | 0.0% | 0.00% | – |
| Q3 2014 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2014 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2014 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2013 | $20,000 | +11.1% | 200 | 0.0% | 0.00% | – |
| Q3 2013 | $18,000 | +12.5% | 200 | 0.0% | 0.00% | – |
| Q2 2013 | $16,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |