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 | $309,889 | -39.0% | 3,072 | -35.9% | 0.02% | -36.0% |
| Q2 2023 | $508,415 | +65.5% | 4,795 | +56.3% | 0.02% | +31.6% |
| Q1 2023 | $307,255 | -8.6% | 3,068 | -12.0% | 0.02% | -20.8% |
| Q4 2022 | $336,126 | +18.8% | 3,485 | +3.3% | 0.02% | +4.3% |
| Q3 2022 | $283,000 | -4.7% | 3,375 | +0.1% | 0.02% | -8.0% |
| Q2 2022 | $297,000 | -16.3% | 3,373 | +0.1% | 0.02% | 0.0% |
| Q1 2022 | $355,000 | -8.3% | 3,370 | -1.8% | 0.02% | -13.8% |
| Q4 2021 | $387,000 | +26.9% | 3,433 | +20.6% | 0.03% | -31.0% |
| Q3 2021 | $305,000 | -5.3% | 2,846 | -1.7% | 0.04% | -27.6% |
| Q2 2021 | $322,000 | +17.5% | 2,896 | +11.7% | 0.06% | +9.4% |
| Q1 2021 | $274,000 | +1041.7% | 2,592 | +1530.2% | 0.05% | +307.7% |
| Q2 2020 | $24,000 | – | 159 | – | 0.01% | – |
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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% |