BTS Asset Management, Inc. - ISHARES TR ownership

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
BTS Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$238,124
-50.0%
2,358
-47.5%
0.15%
-36.1%
Q2 2023$476,639
-0.2%
4,495
-5.7%
0.24%
-11.7%
Q1 2023$477,509
-3.6%
4,767
-6.8%
0.27%
+25.8%
Q4 2022$495,351
+7.7%
5,116
-1.5%
0.22%
-79.0%
Q2 2022$460,0005,1941.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders