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 | $1,070,686 | +88.3% | 10,612 | +97.9% | 0.07% | +37.5% |
| Q2 2023 | $568,719 | +0.3% | 5,363 | -5.2% | 0.05% | -2.0% |
| Q1 2023 | $566,940 | +32.6% | 5,660 | +27.7% | 0.05% | +16.7% |
| Q4 2022 | $427,549 | +30.4% | 4,432 | +13.3% | 0.04% | +20.0% |
| Q3 2022 | $328,000 | -6.0% | 3,911 | -1.2% | 0.04% | +20.7% |
| Q2 2022 | $349,000 | +7.1% | 3,958 | +28.1% | 0.03% | -19.4% |
| Q1 2022 | $326,000 | -11.2% | 3,089 | -5.0% | 0.04% | -7.7% |
| Q4 2021 | $367,000 | -9.8% | 3,253 | -14.4% | 0.04% | -22.0% |
| Q3 2021 | $407,000 | -3.1% | 3,799 | +0.4% | 0.05% | -7.4% |
| Q2 2021 | $420,000 | +46.3% | 3,783 | +39.4% | 0.05% | +28.6% |
| Q1 2021 | $287,000 | +1.4% | 2,713 | +1415.6% | 0.04% | +281.8% |
| Q2 2019 | $283,000 | -11.0% | 179 | -91.8% | 0.01% | -93.1% |
| Q1 2018 | $318,000 | – | 2,194 | – | 0.16% | – |
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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% |