ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 253 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $714 | +11.4% | 6,224 | -1.7% | 0.01% | 0.0% |
| Q3 2023 | $641 | -4.6% | 6,334 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $672 | +6.0% | 6,334 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $634 | +2.1% | 6,334 | -1.6% | 0.01% | 0.0% |
| Q4 2022 | $621 | -99.9% | 6,436 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $539,000 | -4.9% | 6,436 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $567,000 | -16.5% | 6,436 | -0.0% | 0.01% | -8.3% |
| Q1 2022 | $679,000 | +7.8% | 6,437 | +15.2% | 0.01% | +9.1% |
| Q4 2021 | $630,000 | +129.9% | 5,586 | +118.2% | 0.01% | +120.0% |
| Q3 2021 | $274,000 | -3.5% | 2,560 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $284,000 | +21.9% | 2,560 | +16.3% | 0.01% | 0.0% |
| Q1 2021 | $233,000 | +8.9% | 2,202 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $214,000 | +107.8% | 2,202 | +255.7% | 0.01% | +150.0% |
| Q3 2020 | $103,000 | +472.2% | 619 | +415.8% | 0.00% | – |
| Q2 2020 | $18,000 | – | 120 | – | 0.00% | – |
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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% |