ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,264,786 | -5.5% | 72,007 | -0.7% | 0.18% | -1.7% |
| Q2 2023 | $7,685,991 | +5.3% | 72,482 | -0.5% | 0.18% | -1.1% |
| Q1 2023 | $7,298,759 | +100364.7% | 72,871 | -3.3% | 0.18% | -3.2% |
| Q4 2022 | $7,265 | -99.8% | 75,321 | +37.1% | 0.19% | +5.0% |
| Q3 2022 | $4,602,000 | -12.4% | 54,928 | -7.8% | 0.18% | -7.7% |
| Q2 2022 | $5,251,000 | -17.6% | 59,586 | -1.4% | 0.20% | -3.0% |
| Q1 2022 | $6,369,000 | -7.5% | 60,409 | -1.1% | 0.20% | 0.0% |
| Q4 2021 | $6,889,000 | -4.5% | 61,108 | -9.3% | 0.20% | -13.7% |
| Q3 2021 | $7,216,000 | -4.3% | 67,338 | -0.8% | 0.23% | -5.3% |
| Q2 2021 | $7,540,000 | +3.1% | 67,858 | -1.9% | 0.25% | -3.1% |
| Q1 2021 | $7,314,000 | -13.2% | 69,198 | -20.3% | 0.25% | +23.3% |
| Q4 2020 | $8,431,000 | +14.0% | 86,830 | +96.2% | 0.21% | +1.0% |
| Q3 2020 | $7,395,000 | +4.5% | 44,245 | -5.8% | 0.20% | -5.6% |
| Q2 2020 | $7,079,000 | +15.5% | 46,945 | -4.9% | 0.22% | -6.1% |
| Q1 2020 | $6,128,000 | -38.8% | 49,345 | -17.4% | 0.23% | -22.0% |
| Q4 2019 | $10,017,000 | +4.8% | 59,755 | -0.7% | 0.30% | -3.3% |
| Q3 2019 | $9,562,000 | -1.8% | 60,205 | -2.1% | 0.30% | -5.9% |
| Q2 2019 | $9,735,000 | -9.8% | 61,515 | -13.5% | 0.32% | -11.7% |
| Q1 2019 | $10,788,000 | -9.2% | 71,075 | -23.1% | 0.37% | -19.5% |
| Q4 2018 | $11,875,000 | – | 92,390 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 168,460 | $16,357,000 | 3.81% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 67,328 | $6,538,000 | 3.37% |
| First Citizens Financial Corp | 38,390 | $3,728,000 | 3.25% |
| MORGAN JESS S & CO INC | 40,800 | $3,962,000 | 3.16% |
| MinichMacGregor Wealth Management, LLC | 73,161 | $7,103,000 | 2.89% |
| Modus Advisors, LLC | 42,772 | $4,153,000 | 2.15% |
| Kesler, Norman & Wride, LLC | 67,732 | $6,577,000 | 1.83% |
| Cadent Capital Advisors, LLC | 36,231 | $3,518,000 | 1.73% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,564,994 | 1.16% |
| Stillwater Capital Advisors, LLC | 36,615 | $3,555,000 | 0.68% |