ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $960,334 | -43.4% | 9,588 | -45.5% | 0.00% | -50.0% |
| Q4 2022 | $1,696,634 | +14.9% | 17,589 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $1,476,000 | -2.1% | 17,619 | +3.1% | 0.00% | 0.0% |
| Q2 2022 | $1,507,000 | -11.6% | 17,097 | +5.7% | 0.00% | 0.0% |
| Q1 2022 | $1,705,000 | -9.9% | 16,173 | -3.7% | 0.00% | 0.0% |
| Q4 2021 | $1,893,000 | +8.1% | 16,792 | +2.7% | 0.00% | 0.0% |
| Q3 2021 | $1,751,000 | -11.0% | 16,344 | -7.7% | 0.00% | 0.0% |
| Q2 2021 | $1,968,000 | -4.3% | 17,709 | -9.0% | 0.00% | 0.0% |
| Q1 2021 | $2,057,000 | +10.5% | 19,458 | +1.5% | 0.00% | 0.0% |
| Q4 2020 | $1,862,000 | – | 19,175 | – | 0.00% | – |
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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% |