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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $62,000 | +17.0% | 410 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $53,000 | -17.2% | 410 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $64,000 | +8.5% | 410 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $59,000 | 0.0% | 410 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $59,000 | -1.7% | 410 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $60,000 | +5.3% | 410 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $57,000 | +5.6% | 410 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $54,000 | +3.8% | 410 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $52,000 | +6.1% | 410 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $49,000 | -12.5% | 410 | -16.5% | 0.01% | -22.2% |
| Q3 2016 | $56,000 | – | 491 | – | 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% |