ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q2 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 31,570 | $4,897,000 | 2.33% |
| Ameritas Investment Company, LLC | 15,367 | $2,432,000 | 1.15% |
| PLANNING DIRECTIONS INC | 5,347 | $846,000 | 0.86% |
| Stillwater Capital Advisors, LLC | 20,417 | $3,231,000 | 0.80% |
| BAROMETER CAPITAL MANAGEMENT INC. | 26,800 | $4,241,000 | 0.55% |
| NAVELLIER & ASSOCIATES INC | 20,815 | $3,294,000 | 0.51% |
| Shulman DeMeo Asset Management LLC | 8,724 | $1,381,000 | 0.51% |
| Osborn Williams & Donohoe LLC | 28,717 | $4,545,000 | 0.47% |
| FIFTH THIRD SECURITIES, INC. | 9,227 | $1,460,000 | 0.39% |
| BigSur Wealth Management LLC | 3,420 | $544,000 | 0.38% |