ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $940,250 | -3.5% | 9,320 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $974,461 | -10.2% | 9,190 | -15.2% | 0.01% | -15.4% |
| Q1 2023 | $1,085,070 | +1.2% | 10,833 | -2.6% | 0.01% | -7.1% |
| Q4 2022 | $1,072,698 | +42.8% | 11,121 | +24.0% | 0.01% | +16.7% |
| Q3 2022 | $751,000 | +129.0% | 8,965 | +187.7% | 0.01% | +140.0% |
| Q1 2022 | $328,000 | -14.4% | 3,116 | -8.2% | 0.01% | -16.7% |
| Q4 2021 | $383,000 | -1.5% | 3,395 | -6.6% | 0.01% | 0.0% |
| Q3 2021 | $389,000 | +17.2% | 3,636 | +22.2% | 0.01% | 0.0% |
| Q2 2021 | $332,000 | +33.3% | 2,975 | +101.1% | 0.01% | +50.0% |
| Q3 2020 | $249,000 | – | 1,479 | – | 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% |