ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,484,452 | +90.3% | 14,714 | +100.0% | 0.04% | -8.5% |
| Q2 2023 | $780,113 | +1.8% | 7,357 | -3.8% | 0.05% | -16.1% |
| Q1 2023 | $766,256 | +4.0% | 7,650 | +0.1% | 0.06% | -3.4% |
| Q4 2022 | $737,125 | +91.5% | 7,642 | +66.1% | 0.06% | +65.7% |
| Q3 2022 | $385,000 | -4.9% | 4,600 | 0.0% | 0.04% | +9.4% |
| Q2 2022 | $405,000 | -16.5% | 4,600 | 0.0% | 0.03% | -3.0% |
| Q1 2022 | $485,000 | -6.6% | 4,600 | 0.0% | 0.03% | -5.7% |
| Q4 2021 | $519,000 | +1.0% | 4,600 | -4.2% | 0.04% | -7.9% |
| Q3 2021 | $514,000 | -3.6% | 4,800 | 0.0% | 0.04% | -7.3% |
| Q2 2021 | $533,000 | +5.1% | 4,800 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $507,000 | +8.8% | 4,800 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $466,000 | +16.2% | 4,800 | +100.0% | 0.04% | -2.3% |
| Q3 2020 | $401,000 | +10.8% | 2,400 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $362,000 | +21.5% | 2,400 | 0.0% | 0.04% | -2.3% |
| Q1 2020 | $298,000 | -30.2% | 2,400 | -5.9% | 0.04% | -17.3% |
| Q4 2019 | $427,000 | – | 2,550 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 180,977 | $20,110,000 | 4.37% |
| MORGAN JESS S & CO INC | 42,600 | $4,734,000 | 3.11% |
| First Citizens Financial Corp | 36,601 | $4,067,000 | 3.08% |
| MinichMacGregor Wealth Management, LLC | 76,514 | $8,502,000 | 2.98% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 24,816 | $2,758,000 | 2.66% |
| Modus Advisors, LLC | 43,988 | $4,888,000 | 2.06% |
| Cadent Capital Advisors, LLC | 37,856 | $4,207,000 | 1.75% |
| Kesler, Norman & Wride, LLC | 55,576 | $6,259,000 | 1.44% |
| PLANNING DIRECTIONS INC | 14,943 | $1,660,000 | 1.21% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,935,346 | 1.15% |