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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $401,000 | +4.2% | 2,534 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $385,000 | -19.6% | 2,534 | -32.0% | 0.00% | 0.0% |
| Q4 2018 | $479,000 | +2.8% | 3,724 | +24.8% | 0.00% | +33.3% |
| Q3 2018 | $466,000 | -25.0% | 2,985 | -30.9% | 0.00% | -50.0% |
| Q2 2018 | $621,000 | -1.0% | 4,320 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $627,000 | +233.5% | 4,320 | +202.1% | 0.01% | +150.0% |
| Q2 2017 | $188,000 | -65.9% | 1,430 | -67.3% | 0.00% | -60.0% |
| Q1 2017 | $551,000 | -82.3% | 4,373 | -83.0% | 0.01% | -80.8% |
| Q4 2016 | $3,106,000 | +5.7% | 25,757 | +0.2% | 0.03% | -16.1% |
| Q3 2016 | $2,939,000 | +38.4% | 25,705 | +33.1% | 0.03% | +106.7% |
| Q2 2016 | $2,123,000 | +639.7% | 19,315 | +548.2% | 0.02% | +650.0% |
| Q3 2015 | $287,000 | -79.2% | 2,980 | -77.3% | 0.00% | -77.8% |
| Q2 2015 | $1,382,000 | -33.0% | 13,120 | -31.4% | 0.01% | -25.0% |
| Q1 2015 | $2,062,000 | -33.0% | 19,112 | -33.8% | 0.01% | -20.0% |
| Q4 2014 | $3,076,000 | +122.7% | 28,859 | +111.3% | 0.02% | +87.5% |
| Q3 2014 | $1,381,000 | -88.6% | 13,659 | -88.4% | 0.01% | -88.6% |
| Q2 2014 | $12,148,000 | +690.9% | 117,262 | +668.3% | 0.07% | +900.0% |
| Q1 2014 | $1,536,000 | – | 15,262 | – | 0.01% | – |
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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% |