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 2021 | $1,907,000 | +1.9% | 17,799 | +7.3% | 0.09% | -2.2% |
| Q2 2021 | $1,872,000 | -93.9% | 16,581 | +5617.6% | 0.09% | +2900.0% |
| Q1 2021 | $30,678,000 | +2276.3% | 290 | -97.8% | 0.00% | -98.8% |
| Q4 2020 | $1,291,000 | +19.3% | 13,297 | +85.3% | 0.25% | -26.3% |
| Q3 2020 | $1,082,000 | 0.0% | 7,177 | 0.0% | 0.34% | +9.0% |
| Q2 2020 | $1,082,000 | +17.7% | 7,177 | -3.1% | 0.31% | +111.6% |
| Q1 2020 | $919,000 | -60.5% | 7,408 | -46.6% | 0.15% | -69.8% |
| Q4 2019 | $2,324,000 | +3.9% | 13,864 | -1.5% | 0.49% | +8.5% |
| Q3 2019 | $2,237,000 | -8.0% | 14,081 | -8.4% | 0.45% | -61.1% |
| Q2 2019 | $2,432,000 | +99.5% | 15,367 | +91.3% | 1.15% | +412.4% |
| Q1 2019 | $1,219,000 | – | 8,032 | – | 0.22% | – |
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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% |