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 | $4,007,048 | -9.4% | 39,717 | -4.8% | 2.82% | -6.0% |
| Q2 2023 | $4,422,292 | +121424.9% | 41,704 | +10.6% | 3.00% | -4.4% |
| Q4 2022 | $3,639 | -99.9% | 37,722 | -0.6% | 3.14% | +0.4% |
| Q3 2022 | $3,180,000 | -5.9% | 37,962 | -1.0% | 3.13% | +5.0% |
| Q2 2022 | $3,379,000 | -15.7% | 38,342 | +0.9% | 2.98% | -1.0% |
| Q1 2022 | $4,007,000 | -1.5% | 38,005 | +5.4% | 3.01% | +1.2% |
| Q4 2021 | $4,067,000 | +3.4% | 36,073 | -1.8% | 2.97% | -5.3% |
| Q3 2021 | $3,935,000 | -3.2% | 36,717 | +0.3% | 3.14% | +2.1% |
| Q2 2021 | $4,067,000 | +5.3% | 36,601 | +0.2% | 3.08% | -2.3% |
| Q1 2021 | $3,861,000 | +3.6% | 36,529 | -4.8% | 3.15% | -3.1% |
| Q4 2020 | $3,728,000 | +17.4% | 38,390 | +102.0% | 3.25% | +3.4% |
| Q3 2020 | $3,176,000 | +9.9% | 19,001 | -0.8% | 3.14% | +4.3% |
| Q2 2020 | $2,889,000 | +22.0% | 19,159 | +0.5% | 3.01% | -3.1% |
| Q1 2020 | $2,368,000 | -22.6% | 19,064 | +4.5% | 3.11% | +3.0% |
| Q4 2019 | $3,059,000 | – | 18,248 | – | 3.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 168,460 | $16,357,000 | 3.81% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 67,328 | $6,538,000 | 3.37% |
| First Citizens Financial Corp | 38,390 | $3,728,000 | 3.25% |
| MORGAN JESS S & CO INC | 40,800 | $3,962,000 | 3.16% |
| MinichMacGregor Wealth Management, LLC | 73,161 | $7,103,000 | 2.89% |
| Modus Advisors, LLC | 42,772 | $4,153,000 | 2.15% |
| Kesler, Norman & Wride, LLC | 67,732 | $6,577,000 | 1.83% |
| Cadent Capital Advisors, LLC | 36,231 | $3,518,000 | 1.73% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,564,994 | 1.16% |
| Stillwater Capital Advisors, LLC | 36,615 | $3,555,000 | 0.68% |