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 | $2,221 | -4.8% | 22,010 | 0.0% | 2.16% | +2.5% |
| Q2 2023 | $2,334 | +5.9% | 22,010 | 0.0% | 2.11% | +1.6% |
| Q1 2023 | $2,205 | +3.9% | 22,010 | 0.0% | 2.07% | +0.1% |
| Q4 2022 | $2,123 | -99.9% | 22,010 | 0.0% | 2.07% | +9.0% |
| Q3 2022 | $1,844,000 | -4.9% | 22,010 | 0.0% | 1.90% | +0.2% |
| Q2 2022 | $1,940,000 | -16.4% | 22,010 | 0.0% | 1.90% | -1.4% |
| Q1 2022 | $2,321,000 | -10.0% | 22,010 | -3.8% | 1.92% | -5.3% |
| Q4 2021 | $2,578,000 | -3.0% | 22,870 | -7.8% | 2.03% | -11.5% |
| Q3 2021 | $2,659,000 | -3.6% | 24,816 | 0.0% | 2.29% | -13.6% |
| Q2 2021 | $2,758,000 | -22.5% | 24,816 | -26.3% | 2.66% | -24.4% |
| Q1 2021 | $3,558,000 | -45.6% | 33,664 | -50.0% | 3.51% | +4.4% |
| Q4 2020 | $6,538,000 | +132.4% | 67,328 | +300.0% | 3.37% | +1.9% |
| Q3 2020 | $2,813,000 | +10.8% | 16,832 | 0.0% | 3.30% | +2.3% |
| Q2 2020 | $2,538,000 | +19.5% | 16,832 | -1.6% | 3.23% | +1.9% |
| Q1 2020 | $2,124,000 | -25.5% | 17,102 | +0.5% | 3.17% | +11.3% |
| Q4 2019 | $2,852,000 | – | 17,012 | – | 2.85% | – |
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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% |