ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 218 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,034 | +1.5% | 2,736 | +6.7% | 0.12% | +7.5% |
| Q2 2023 | $271,991 | +5.5% | 2,565 | -0.4% | 0.11% | -0.9% |
| Q1 2023 | $257,911 | +7.3% | 2,575 | +3.4% | 0.11% | +2.9% |
| Q4 2022 | $240,281 | +15.0% | 2,491 | 0.0% | 0.10% | +10.5% |
| Q3 2022 | $209,000 | +1.5% | 2,491 | +6.7% | 0.10% | +8.0% |
| Q2 2022 | $206,000 | -17.3% | 2,335 | -0.9% | 0.09% | -2.2% |
| Q1 2022 | $249,000 | -12.3% | 2,357 | -6.7% | 0.09% | -6.2% |
| Q4 2021 | $284,000 | +4.4% | 2,525 | -0.2% | 0.10% | -1.0% |
| Q3 2021 | $272,000 | -25.1% | 2,530 | -22.4% | 0.10% | -17.8% |
| Q2 2021 | $363,000 | -15.4% | 3,262 | -19.7% | 0.12% | -18.1% |
| Q1 2021 | $429,000 | +9.2% | 4,060 | +0.5% | 0.14% | +7.5% |
| Q4 2020 | $393,000 | +10.4% | 4,040 | +89.8% | 0.13% | +0.8% |
| Q3 2020 | $356,000 | +5.0% | 2,128 | -5.3% | 0.13% | -1.5% |
| Q2 2020 | $339,000 | +20.6% | 2,248 | -0.5% | 0.14% | +3.8% |
| Q1 2020 | $281,000 | -26.1% | 2,260 | -0.4% | 0.13% | -11.0% |
| Q4 2019 | $380,000 | -8.9% | 2,269 | -13.5% | 0.15% | -14.1% |
| Q3 2019 | $417,000 | -4.4% | 2,622 | -4.7% | 0.17% | -6.6% |
| Q2 2019 | $436,000 | +2.3% | 2,750 | -2.1% | 0.18% | -2.7% |
| Q1 2019 | $426,000 | +18.0% | 2,808 | 0.0% | 0.19% | +4.5% |
| Q4 2018 | $361,000 | -23.0% | 2,808 | -6.4% | 0.18% | -14.4% |
| Q3 2018 | $469,000 | +7.8% | 3,001 | -1.0% | 0.21% | +4.0% |
| Q2 2018 | $435,000 | -1.8% | 3,031 | -0.7% | 0.20% | -2.0% |
| Q1 2018 | $443,000 | – | 3,051 | – | 0.20% | – |
Download | ||||||
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% |