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 | $97 | -1.0% | 961 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $98 | -57.0% | 961 | -57.7% | 0.01% | -61.5% |
| Q1 2023 | $228 | +30.3% | 2,272 | +25.5% | 0.01% | +18.2% |
| Q4 2022 | $175 | -99.9% | 1,810 | +0.6% | 0.01% | +10.0% |
| Q3 2022 | $151,000 | -6.8% | 1,799 | -2.2% | 0.01% | -9.1% |
| Q2 2022 | $162,000 | -16.1% | 1,839 | +0.3% | 0.01% | -8.3% |
| Q1 2022 | $193,000 | -6.3% | 1,834 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $206,000 | +5.6% | 1,830 | +0.4% | 0.01% | -7.7% |
| Q3 2021 | $195,000 | -4.4% | 1,823 | -0.7% | 0.01% | -7.1% |
| Q2 2021 | $204,000 | +5.7% | 1,836 | +0.3% | 0.01% | +7.7% |
| Q1 2021 | $193,000 | – | 1,830 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |