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 | $1,573,884 | -29.8% | 15,600 | -27.8% | 0.20% | -27.2% |
| Q2 2023 | $2,241,648 | +3.6% | 21,600 | 0.0% | 0.27% | -0.7% |
| Q1 2023 | $2,163,456 | +3.8% | 21,600 | 0.0% | 0.27% | -0.7% |
| Q4 2022 | $2,084,000 | +15.1% | 21,600 | 0.0% | 0.28% | +14.0% |
| Q3 2022 | $1,810,000 | -4.9% | 21,600 | 0.0% | 0.24% | +2.5% |
| Q2 2022 | $1,904,000 | -16.4% | 21,600 | 0.0% | 0.24% | -0.4% |
| Q1 2022 | $2,277,000 | -6.5% | 21,600 | 0.0% | 0.24% | +1.3% |
| Q4 2021 | $2,435,000 | – | 21,600 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 180,977 | $20,110,000 | 4.37% |
| MORGAN JESS S & CO INC | 42,600 | $4,734,000 | 3.11% |
| First Citizens Financial Corp | 36,601 | $4,067,000 | 3.08% |
| MinichMacGregor Wealth Management, LLC | 76,514 | $8,502,000 | 2.98% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 24,816 | $2,758,000 | 2.66% |
| Modus Advisors, LLC | 43,988 | $4,888,000 | 2.06% |
| Cadent Capital Advisors, LLC | 37,856 | $4,207,000 | 1.75% |
| Kesler, Norman & Wride, LLC | 55,576 | $6,259,000 | 1.44% |
| PLANNING DIRECTIONS INC | 14,943 | $1,660,000 | 1.21% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,935,346 | 1.15% |