ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 218 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,605 | -6.3% | 2,028 | -1.5% | 0.02% | +5.6% |
| Q2 2023 | $218,336 | -3.8% | 2,059 | -9.1% | 0.02% | -10.0% |
| Q1 2023 | $226,963 | -35.3% | 2,266 | -35.9% | 0.02% | -37.5% |
| Q4 2022 | $351,026 | +43.3% | 3,535 | +27.2% | 0.03% | +33.3% |
| Q2 2022 | $245,000 | -0.8% | 2,779 | +26.8% | 0.02% | +20.0% |
| Q4 2021 | $247,000 | – | 2,191 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 31,570 | $4,897,000 | 2.33% |
| Ameritas Investment Company, LLC | 15,367 | $2,432,000 | 1.15% |
| PLANNING DIRECTIONS INC | 5,347 | $846,000 | 0.86% |
| Stillwater Capital Advisors, LLC | 20,417 | $3,231,000 | 0.80% |
| BAROMETER CAPITAL MANAGEMENT INC. | 26,800 | $4,241,000 | 0.55% |
| NAVELLIER & ASSOCIATES INC | 20,815 | $3,294,000 | 0.51% |
| Shulman DeMeo Asset Management LLC | 8,724 | $1,381,000 | 0.51% |
| Osborn Williams & Donohoe LLC | 28,717 | $4,545,000 | 0.47% |
| FIFTH THIRD SECURITIES, INC. | 9,227 | $1,460,000 | 0.39% |
| BigSur Wealth Management LLC | 3,420 | $544,000 | 0.38% |