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 | $1,650,157 | -6.5% | 16,356 | 0.0% | 0.74% | -1.7% |
| Q2 2023 | $1,764,485 | +5.4% | 16,356 | -3.6% | 0.75% | -5.4% |
| Q1 2023 | $1,673,321 | -10.3% | 16,961 | -12.3% | 0.80% | -19.9% |
| Q4 2022 | $1,866,115 | -9.1% | 19,346 | -21.0% | 0.99% | -5.1% |
| Q3 2022 | $2,052,000 | -5.2% | 24,496 | -0.3% | 1.04% | -0.6% |
| Q2 2022 | $2,165,000 | -17.9% | 24,571 | -1.8% | 1.05% | +10.3% |
| Q1 2022 | $2,637,000 | -7.8% | 25,011 | -1.4% | 0.95% | -4.0% |
| Q4 2021 | $2,861,000 | +8.2% | 25,376 | +3.2% | 0.99% | -4.0% |
| Q3 2021 | $2,645,000 | +8.1% | 24,601 | +13.3% | 1.03% | +16.0% |
| Q2 2021 | $2,447,000 | +8.2% | 21,721 | +4.3% | 0.89% | -0.9% |
| Q1 2021 | $2,261,000 | +57.7% | 20,821 | +41.0% | 0.90% | +42.2% |
| Q4 2020 | $1,434,000 | +18.8% | 14,765 | +112.4% | 0.63% | +12.3% |
| Q3 2020 | $1,207,000 | +5.7% | 6,950 | -6.7% | 0.56% | -7.2% |
| Q2 2020 | $1,142,000 | +12.5% | 7,450 | -6.2% | 0.61% | -9.7% |
| Q1 2020 | $1,015,000 | -60.7% | 7,940 | -46.7% | 0.67% | -54.3% |
| Q4 2019 | $2,580,000 | – | 14,899 | – | 1.47% | – |
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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% |