ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 167 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 1.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $258,000 | +4.9% | 2,325 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $246,000 | -7.9% | 2,325 | -15.5% | 0.01% | -15.4% |
| Q4 2020 | $267,000 | +16.1% | 2,750 | +100.0% | 0.01% | +8.3% |
| Q3 2020 | $230,000 | -6.1% | 1,375 | -15.4% | 0.01% | -14.3% |
| Q2 2020 | $245,000 | +5.2% | 1,625 | -13.3% | 0.01% | -6.7% |
| Q1 2020 | $233,000 | -26.7% | 1,875 | -1.1% | 0.02% | -6.2% |
| Q4 2019 | $318,000 | +5.6% | 1,895 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $301,000 | +6.0% | 1,895 | +5.6% | 0.02% | +6.7% |
| Q2 2019 | $284,000 | -2.7% | 1,795 | -6.9% | 0.02% | -6.2% |
| Q1 2019 | $292,000 | +18.2% | 1,927 | 0.0% | 0.02% | +6.7% |
| Q4 2018 | $247,000 | -25.6% | 1,927 | -9.4% | 0.02% | -16.7% |
| Q3 2018 | $332,000 | +3.8% | 2,128 | -4.4% | 0.02% | 0.0% |
| Q2 2018 | $320,000 | -0.9% | 2,226 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $323,000 | -1.5% | 2,226 | 0.0% | 0.02% | +5.6% |
| Q4 2017 | $328,000 | +6.1% | 2,226 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $309,000 | – | 2,226 | – | 0.02% | – |
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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% |