ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,307 | +5.9% | 2,021 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $202,424 | -0.3% | 2,021 | -3.9% | 0.02% | 0.0% |
| Q4 2022 | $202,952 | +15.3% | 2,104 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $176,000 | -4.9% | 2,104 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $185,000 | -16.7% | 2,104 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $222,000 | -6.3% | 2,104 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $237,000 | +4.9% | 2,104 | -0.1% | 0.02% | 0.0% |
| Q3 2021 | $226,000 | -24.4% | 2,107 | -21.7% | 0.02% | -24.2% |
| Q2 2021 | $299,000 | -2.0% | 2,692 | -6.6% | 0.03% | -8.3% |
| Q1 2021 | $305,000 | +2.0% | 2,882 | -6.5% | 0.04% | -14.3% |
| Q4 2020 | $299,000 | +34.7% | 3,082 | +132.4% | 0.04% | +16.7% |
| Q3 2020 | $222,000 | +12.1% | 1,326 | +1.1% | 0.04% | +2.9% |
| Q2 2020 | $198,000 | +20.0% | 1,311 | -1.4% | 0.04% | +6.1% |
| Q1 2020 | $165,000 | -32.9% | 1,330 | -9.5% | 0.03% | -47.6% |
| Q4 2019 | $246,000 | +7.0% | 1,470 | +1.4% | 0.06% | +6.8% |
| Q3 2019 | $230,000 | +27.8% | 1,450 | +27.2% | 0.06% | +20.4% |
| Q2 2019 | $180,000 | -1.1% | 1,140 | -5.0% | 0.05% | -7.5% |
| Q1 2019 | $182,000 | -4.2% | 1,200 | -18.6% | 0.05% | -18.5% |
| Q4 2018 | $190,000 | -22.8% | 1,475 | -6.3% | 0.06% | -18.8% |
| Q3 2018 | $246,000 | +0.8% | 1,575 | -7.1% | 0.08% | -3.6% |
| Q2 2018 | $244,000 | -0.8% | 1,695 | 0.0% | 0.08% | -9.8% |
| Q1 2018 | $246,000 | +1.2% | 1,695 | +2.7% | 0.09% | -15.6% |
| Q4 2017 | $243,000 | +8.0% | 1,650 | +1.5% | 0.11% | -2.7% |
| Q3 2017 | $225,000 | -12.1% | 1,625 | -16.7% | 0.11% | 0.0% |
| Q2 2017 | $256,000 | – | 1,950 | – | 0.11% | – |
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% |