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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $157,187 | -4.9% | 1,558 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $165,210 | +5.9% | 1,558 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $156,049 | +3.8% | 1,558 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $150,285 | +0.2% | 1,558 | -12.9% | 0.00% | -33.3% |
| Q3 2022 | $150,000 | -16.2% | 1,789 | -11.7% | 0.00% | 0.0% |
| Q2 2022 | $179,000 | +12.6% | 2,027 | +34.2% | 0.00% | 0.0% |
| Q1 2022 | $159,000 | +54.4% | 1,510 | +64.5% | 0.00% | +50.0% |
| Q4 2021 | $103,000 | +5.1% | 918 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $98,000 | -3.9% | 918 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $102,000 | +5.2% | 918 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $97,000 | +9.0% | 918 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $89,000 | +15.6% | 918 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $77,000 | – | 459 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Millennium Group LLC | 34,391 | $3,444,679 | 3.46% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,205 | 2.07% |
| Modus Advisors, LLC | 43,405 | $4,347,408 | 2.00% |
| EUDAIMONIA ADVISORS LLC | 23,469 | $2,350,613 | 1.58% |
| SOUTHERN CAPITAL ADVISORS, LLC | 17,716 | $1,774,434 | 1.31% |
| Rainsberger Wealth Advisors, Inc. | 19,421 | $1,945,168 | 1.15% |
| PLANNING DIRECTIONS INC | 11,557 | $1,158 | 0.86% |
| WEALTH ADVISORS, INC. | 16,961 | $1,673,321 | 0.80% |
| Frank, Rimerman Advisors LLC | 25,616 | $2,565,699 | 0.71% |
| Bray Capital Advisors | 20,824 | $2,085,732 | 0.61% |