ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 253 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 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. | 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% |