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 | $6,873,757 | -0.1% | 68,131 | +5.0% | 0.08% | -2.6% |
| Q2 2023 | $6,882,225 | +5.0% | 64,902 | -0.9% | 0.08% | -4.9% |
| Q1 2023 | $6,556,578 | +10.0% | 65,461 | -0.7% | 0.08% | -49.1% |
| Q4 2022 | $5,961,050 | +23.4% | 65,951 | +14.4% | 0.16% | +103.8% |
| Q3 2022 | $4,832,000 | +10.4% | 57,674 | +16.2% | 0.08% | +9.7% |
| Q2 2022 | $4,375,000 | -27.3% | 49,637 | -13.1% | 0.07% | -25.8% |
| Q1 2022 | $6,021,000 | -2.4% | 57,110 | +4.3% | 0.10% | +4.3% |
| Q4 2021 | $6,171,000 | +18.8% | 54,742 | +12.9% | 0.09% | -27.3% |
| Q3 2021 | $5,195,000 | +95.7% | 48,477 | +103.0% | 0.13% | +80.3% |
| Q2 2021 | $2,654,000 | +10.8% | 23,885 | +5.4% | 0.07% | 0.0% |
| Q1 2021 | $2,395,000 | +11.3% | 22,660 | +2.3% | 0.07% | +1.4% |
| Q4 2020 | $2,151,000 | +687.9% | 22,153 | +1256.6% | 0.07% | +677.8% |
| Q3 2020 | $273,000 | +11.9% | 1,633 | +0.7% | 0.01% | -10.0% |
| Q2 2020 | $244,000 | -6.9% | 1,621 | +3.5% | 0.01% | 0.0% |
| Q4 2019 | $262,000 | +17.0% | 1,566 | +10.9% | 0.01% | 0.0% |
| Q3 2019 | $224,000 | +3.7% | 1,412 | +3.7% | 0.01% | -23.1% |
| Q2 2019 | $216,000 | +7.5% | 1,362 | +5.7% | 0.01% | -13.3% |
| Q3 2018 | $201,000 | -94.8% | 1,288 | +4341.4% | 0.02% | +1400.0% |
| Q2 2017 | $3,843,000 | – | 29 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 41,024 | $4,325,000 | 3.15% |
| First Citizens Financial Corp | 38,005 | $4,007,000 | 3.01% |
| MinichMacGregor Wealth Management, LLC | 82,130 | $8,658,000 | 2.77% |
| Modus Advisors, LLC | 43,822 | $4,620,000 | 2.03% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,321,000 | 1.92% |
| NEIRG Wealth Management, LLC | 83,210 | $8,773,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 67,194 | $7,084,000 | 1.58% |
| Rainsberger Wealth Advisors, Inc. | 19,819 | $2,089,000 | 1.34% |
| PLANNING DIRECTIONS INC | 15,360 | $1,619,000 | 1.14% |
| EUDAIMONIA ADVISORS LLC | 16,900 | $1,782,000 | 1.02% |