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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $269 | -99.9% | 2,685 | -16.4% | 0.02% | -18.5% |
| Q4 2021 | $362,000 | +0.3% | 3,210 | -1.2% | 0.03% | -10.0% |
| Q2 2021 | $361,000 | +2.3% | 3,248 | -2.7% | 0.03% | -14.3% |
| Q1 2021 | $353,000 | +146.9% | 3,339 | +127.5% | 0.04% | +133.3% |
| Q4 2020 | $143,000 | -1.4% | 1,468 | +69.3% | 0.02% | -25.0% |
| Q4 2019 | $145,000 | +202.1% | 867 | +161.9% | 0.02% | +185.7% |
| Q2 2018 | $48,000 | -90.2% | 331 | -90.2% | 0.01% | -93.9% |
| Q1 2018 | $489,000 | +9.4% | 3,374 | +11.2% | 0.12% | -0.9% |
| Q4 2017 | $447,000 | – | 3,035 | – | 0.12% | – |
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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% |