ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 239 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $211,663 | -12.8% | 2,098 | -8.3% | 0.02% | -9.5% |
Q2 2023 | $242,615 | -8.5% | 2,288 | -13.6% | 0.02% | -12.5% |
Q1 2023 | $265,218 | -2.7% | 2,648 | -6.3% | 0.02% | -4.0% |
Q4 2022 | $272,495 | +11.2% | 2,825 | -3.3% | 0.02% | 0.0% |
Q3 2022 | $245,000 | -22.0% | 2,922 | -1.8% | 0.02% | -3.8% |
Q1 2022 | $314,000 | -7.1% | 2,976 | -0.6% | 0.03% | 0.0% |
Q4 2021 | $338,000 | -1.2% | 2,994 | -6.2% | 0.03% | +18.2% |
Q3 2021 | $342,000 | -3.7% | 3,193 | 0.0% | 0.02% | -4.3% |
Q2 2021 | $355,000 | +5.0% | 3,193 | -0.1% | 0.02% | 0.0% |
Q1 2021 | $338,000 | +9.0% | 3,195 | 0.0% | 0.02% | +9.5% |
Q4 2020 | $310,000 | +11.9% | 3,195 | +92.7% | 0.02% | 0.0% |
Q3 2020 | $277,000 | +13.5% | 1,658 | +2.5% | 0.02% | 0.0% |
Q2 2020 | $244,000 | +21.4% | 1,617 | 0.0% | 0.02% | -19.2% |
Q1 2020 | $201,000 | -25.8% | 1,617 | -0.1% | 0.03% | -7.1% |
Q4 2019 | $271,000 | -24.3% | 1,618 | -28.2% | 0.03% | -26.3% |
Q3 2019 | $358,000 | – | 2,252 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MORGAN JESS S & CO INC | 41,024 | $4,325,000 | 3.15% |
First Citizens Financial Corp | 38,005 | $4,007,000 | 3.01% |
MinichMacGregor Wealth Management, LLC | 82,130 | $8,658,000 | 2.77% |
Modus Advisors, LLC | 43,822 | $4,620,000 | 2.03% |
MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,321,000 | 1.92% |
NEIRG Wealth Management, LLC | 83,210 | $8,773,000 | 1.72% |
Kesler, Norman & Wride, LLC | 67,194 | $7,084,000 | 1.58% |
Rainsberger Wealth Advisors, Inc. | 19,819 | $2,089,000 | 1.34% |
PLANNING DIRECTIONS INC | 15,360 | $1,619,000 | 1.14% |
EUDAIMONIA ADVISORS LLC | 16,900 | $1,782,000 | 1.02% |