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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $624,005 | -4.9% | 6,185 | 0.0% | 0.17% | +3.7% |
| Q2 2023 | $655,857 | +5.9% | 6,185 | 0.0% | 0.16% | +2.5% |
| Q1 2023 | $619,490 | +3.8% | 6,185 | 0.0% | 0.16% | -7.1% |
| Q4 2022 | $596,605 | +15.2% | 6,185 | 0.0% | 0.17% | +21.6% |
| Q3 2022 | $518,000 | -5.0% | 6,185 | 0.0% | 0.14% | -17.3% |
| Q2 2022 | $545,000 | -16.4% | 6,185 | 0.0% | 0.17% | +12.0% |
| Q1 2022 | $652,000 | -6.5% | 6,185 | 0.0% | 0.15% | +3.4% |
| Q4 2021 | $697,000 | +5.1% | 6,185 | 0.0% | 0.14% | -5.2% |
| Q3 2021 | $663,000 | -10.9% | 6,185 | -7.6% | 0.15% | 0.0% |
| Q2 2021 | $744,000 | +5.2% | 6,694 | 0.0% | 0.15% | +17.7% |
| Q1 2021 | $707,000 | +8.8% | 6,694 | 0.0% | 0.13% | +0.8% |
| Q4 2020 | $650,000 | +16.3% | 6,694 | +100.0% | 0.13% | -24.1% |
| Q3 2020 | $559,000 | +10.7% | 3,347 | 0.0% | 0.17% | +5.6% |
| Q2 2020 | $505,000 | +13.0% | 3,347 | -6.9% | 0.16% | -1.8% |
| Q1 2020 | $447,000 | -25.9% | 3,596 | 0.0% | 0.16% | +5.1% |
| Q4 2019 | $603,000 | +3.3% | 3,596 | -2.1% | 0.16% | -21.6% |
| Q3 2019 | $584,000 | +0.3% | 3,675 | 0.0% | 0.20% | +15.7% |
| Q2 2019 | $582,000 | +4.3% | 3,675 | 0.0% | 0.17% | -11.8% |
| Q1 2019 | $558,000 | +18.2% | 3,675 | 0.0% | 0.20% | +4.8% |
| Q4 2018 | $472,000 | -17.8% | 3,675 | 0.0% | 0.19% | -15.1% |
| Q3 2018 | $574,000 | +8.7% | 3,675 | 0.0% | 0.22% | +2.8% |
| Q2 2018 | $528,000 | -0.9% | 3,675 | 0.0% | 0.21% | +10.4% |
| Q1 2018 | $533,000 | -2.2% | 3,675 | 0.0% | 0.19% | +10.9% |
| Q4 2017 | $545,000 | +7.1% | 3,675 | 0.0% | 0.17% | +4.2% |
| Q3 2017 | $509,000 | – | 3,675 | – | 0.17% | – |
Download | ||||||
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% |