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 | $5,936,692 | +35.8% | 58,840 | +42.8% | 0.01% | +12.5% |
| Q2 2023 | $4,371,220 | -49.0% | 41,210 | -51.9% | 0.01% | -50.0% |
| Q1 2023 | $8,578,407 | -26.0% | 85,763 | -28.6% | 0.02% | -30.4% |
| Q4 2022 | $11,593,548 | +257.2% | 120,184 | +210.2% | 0.02% | +228.6% |
| Q3 2022 | $3,246,000 | -12.7% | 38,739 | -8.0% | 0.01% | -12.5% |
| Q2 2022 | $3,718,000 | -58.3% | 42,106 | -51.2% | 0.01% | -52.9% |
| Q1 2022 | $8,926,000 | -27.8% | 86,249 | -21.3% | 0.02% | -26.1% |
| Q4 2021 | $12,367,000 | -2.5% | 109,640 | -7.3% | 0.02% | -11.5% |
| Q3 2021 | $12,681,000 | -36.2% | 118,237 | -33.9% | 0.03% | -39.5% |
| Q2 2021 | $19,884,000 | +33.7% | 178,915 | +27.2% | 0.04% | +19.4% |
| Q1 2021 | $14,875,000 | +42.7% | 140,702 | +31.1% | 0.04% | +28.6% |
| Q4 2020 | $10,422,000 | +455.2% | 107,328 | +855.8% | 0.03% | +366.7% |
| Q3 2020 | $1,877,000 | +5.9% | 11,229 | -4.4% | 0.01% | 0.0% |
| Q2 2020 | $1,772,000 | +14.0% | 11,747 | -6.0% | 0.01% | 0.0% |
| Q1 2020 | $1,555,000 | – | 12,503 | – | 0.01% | – |
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% |