ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 240 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,131 | -4.9% | 2,043 | 0.0% | 0.09% | -33.3% |
| Q2 2023 | $216,653 | +6.1% | 2,043 | +0.2% | 0.13% | +38.7% |
| Q1 2023 | $204,208 | -95.5% | 2,039 | -94.9% | 0.09% | -95.4% |
| Q4 2021 | $4,548,000 | +6.9% | 40,339 | +1.6% | 2.01% | +6.2% |
| Q3 2021 | $4,253,000 | +1.1% | 39,690 | +4.8% | 1.89% | +8.1% |
| Q2 2021 | $4,207,000 | +6.4% | 37,856 | +1.2% | 1.75% | -0.3% |
| Q1 2021 | $3,954,000 | +12.4% | 37,413 | +3.3% | 1.76% | +1.3% |
| Q4 2020 | $3,518,000 | – | 36,231 | – | 1.73% | – |
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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% |