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 | $1,406,710 | -5.7% | 13,943 | -0.9% | 0.26% | -3.0% |
| Q2 2023 | $1,492,195 | +3.9% | 14,072 | -1.9% | 0.26% | -5.4% |
| Q1 2023 | $1,436,195 | +1.3% | 14,339 | -2.4% | 0.28% | -6.7% |
| Q4 2022 | $1,417,866 | -35.3% | 14,699 | -43.8% | 0.30% | -40.2% |
| Q3 2022 | $2,192,000 | -27.1% | 26,164 | -23.3% | 0.50% | -10.4% |
| Q2 2022 | $3,005,000 | -23.4% | 34,099 | -8.4% | 0.56% | -11.6% |
| Q1 2022 | $3,925,000 | -6.6% | 37,229 | -0.2% | 0.63% | -1.4% |
| Q4 2021 | $4,204,000 | +6.8% | 37,290 | +1.5% | 0.64% | -1.2% |
| Q3 2021 | $3,935,000 | -4.2% | 36,725 | -0.7% | 0.65% | -4.7% |
| Q2 2021 | $4,108,000 | +5.8% | 36,969 | +0.6% | 0.68% | -3.5% |
| Q1 2021 | $3,884,000 | +9.3% | 36,753 | +0.4% | 0.70% | +3.5% |
| Q4 2020 | $3,555,000 | +15.8% | 36,615 | +99.4% | 0.68% | +1.8% |
| Q3 2020 | $3,070,000 | +10.0% | 18,365 | -0.7% | 0.67% | -0.4% |
| Q2 2020 | $2,790,000 | +20.7% | 18,502 | -0.6% | 0.67% | -1.2% |
| Q1 2020 | $2,311,000 | -25.1% | 18,610 | +1.1% | 0.68% | -2.6% |
| Q4 2019 | $3,085,000 | +5.8% | 18,405 | +0.2% | 0.70% | -5.7% |
| Q3 2019 | $2,917,000 | -9.7% | 18,368 | -10.0% | 0.74% | -7.4% |
| Q2 2019 | $3,231,000 | -27.4% | 20,417 | -30.4% | 0.80% | -17.6% |
| Q1 2019 | $4,453,000 | +21.5% | 29,338 | +2.9% | 0.97% | +6.1% |
| Q4 2018 | $3,664,000 | -11.2% | 28,505 | +7.9% | 0.91% | +6.7% |
| Q3 2018 | $4,125,000 | +8.6% | 26,422 | -0.0% | 0.86% | -5.4% |
| Q2 2018 | $3,797,000 | -0.6% | 26,424 | +0.4% | 0.91% | -1.3% |
| Q1 2018 | $3,818,000 | -1.1% | 26,325 | +0.5% | 0.92% | +1.1% |
| Q4 2017 | $3,862,000 | +15.2% | 26,201 | +8.3% | 0.91% | +4.6% |
| Q3 2017 | $3,351,000 | +6.9% | 24,183 | +1.5% | 0.87% | +9.3% |
| Q2 2017 | $3,134,000 | +4.3% | 23,835 | -0.1% | 0.79% | -0.6% |
| Q1 2017 | $3,004,000 | -28.6% | 23,854 | -31.7% | 0.80% | -29.0% |
| Q4 2016 | $4,209,000 | +9.6% | 34,910 | +3.9% | 1.12% | +0.4% |
| Q3 2016 | $3,841,000 | +16.3% | 33,587 | +11.8% | 1.12% | +13.6% |
| Q2 2016 | $3,304,000 | +4.0% | 30,054 | +1.3% | 0.99% | +5.0% |
| Q1 2016 | $3,176,000 | +5.0% | 29,670 | +0.9% | 0.94% | +1.3% |
| Q4 2015 | $3,025,000 | +8.9% | 29,394 | +2.1% | 0.93% | -2.1% |
| Q3 2015 | $2,777,000 | -30.2% | 28,794 | -23.8% | 0.95% | -17.7% |
| Q2 2015 | $3,978,000 | -4.1% | 37,765 | -1.7% | 1.15% | -8.7% |
| Q1 2015 | $4,146,000 | -1.0% | 38,431 | -2.1% | 1.26% | +0.3% |
| Q4 2014 | $4,186,000 | +61.2% | 39,272 | +52.9% | 1.26% | +44.7% |
| Q3 2014 | $2,597,000 | +9.6% | 25,679 | +12.3% | 0.87% | +7.8% |
| Q2 2014 | $2,369,000 | +5.7% | 22,865 | +2.6% | 0.80% | -1.2% |
| Q1 2014 | $2,242,000 | +27.4% | 22,286 | +28.4% | 0.82% | +19.5% |
| Q4 2013 | $1,760,000 | +46.9% | 17,359 | +31.1% | 0.68% | -3.7% |
| Q3 2013 | $1,198,000 | +58.0% | 13,236 | +44.8% | 0.71% | +51.0% |
| Q2 2013 | $758,000 | – | 9,143 | – | 0.47% | – |
Download | ||||||
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% |