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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,190 | -4.9% | 3,910 | 0.0% | 0.13% | -6.4% |
| Q2 2023 | $413,443 | +7.3% | 3,910 | 0.0% | 0.14% | +2.2% |
| Q1 2023 | $385,487 | -2.2% | 3,910 | 0.0% | 0.14% | -21.6% |
| Q4 2022 | $394,128 | +18.0% | 3,910 | 0.0% | 0.18% | +4.8% |
| Q3 2022 | $334,000 | -5.1% | 3,910 | 0.0% | 0.17% | -6.7% |
| Q2 2022 | $352,000 | -13.1% | 3,910 | 0.0% | 0.18% | -3.2% |
| Q1 2022 | $405,000 | -1.9% | 3,910 | 0.0% | 0.19% | +10.7% |
| Q4 2021 | $413,000 | -14.3% | 3,910 | -7.6% | 0.17% | +1.8% |
| Q3 2021 | $482,000 | +11.1% | 4,230 | +10.4% | 0.16% | +3.8% |
| Q2 2021 | $434,000 | +13.9% | 3,830 | +10.1% | 0.16% | +3.2% |
| Q1 2021 | $381,000 | +11.7% | 3,480 | 0.0% | 0.15% | +8.5% |
| Q4 2020 | $341,000 | – | 3,480 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 90,523 | $13,129,000 | 7.19% |
| Vontobel Swiss Wealth Advisors AG | 30,364 | $4,404,000 | 2.32% |
| GRIMES & COMPANY, INC. | 138,045 | $20,021,000 | 1.94% |
| Milestone Advisory Partners | 15,114 | $2,192,000 | 1.64% |
| NAVELLIER & ASSOCIATES INC | 68,977 | $10,004,000 | 1.52% |
| PLANNING DIRECTIONS INC | 7,523 | $1,091,000 | 1.07% |
| Stillwater Capital Advisors, LLC | 26,325 | $3,818,000 | 0.92% |
| BREITER CAPITAL MANAGEMENT INC | 3,912 | $567,000 | 0.77% |
| Risk Paradigm Group, LLC | 3,379 | $490,056,000 | 0.62% |
| Prospera Financial Services Inc | 29,566 | $4,284,000 | 0.60% |