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 | $576,538 | -1.9% | 5,714 | -2.6% | 0.05% | -10.9% |
| Q1 2023 | $587,758 | +94394.9% | 5,868 | -9.1% | 0.06% | -11.3% |
| Q4 2022 | $622 | -99.9% | 6,458 | +0.0% | 0.06% | +26.5% |
| Q3 2022 | $540,000 | -16.5% | 6,456 | -12.2% | 0.05% | -29.0% |
| Q2 2022 | $647,000 | -16.4% | 7,350 | +0.0% | 0.07% | -11.5% |
| Q1 2022 | $774,000 | -7.0% | 7,349 | -0.5% | 0.08% | -3.7% |
| Q4 2021 | $832,000 | +5.2% | 7,388 | +0.0% | 0.08% | -4.7% |
| Q3 2021 | $791,000 | -1.2% | 7,387 | +2.4% | 0.08% | -4.5% |
| Q2 2021 | $801,000 | +6.9% | 7,215 | +1.8% | 0.09% | -4.3% |
| Q1 2021 | $749,000 | +10.6% | 7,089 | +1.6% | 0.09% | -1.1% |
| Q4 2020 | $677,000 | +21.3% | 6,974 | +108.9% | 0.09% | +4.4% |
| Q3 2020 | $558,000 | -4.1% | 3,338 | -13.6% | 0.09% | -14.3% |
| Q2 2020 | $582,000 | +19.0% | 3,862 | -2.1% | 0.10% | -3.7% |
| Q1 2020 | $489,000 | -26.0% | 3,943 | 0.0% | 0.11% | -9.9% |
| Q4 2019 | $661,000 | +3.4% | 3,943 | -2.0% | 0.12% | -2.4% |
| Q3 2019 | $639,000 | – | 4,023 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |