ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,079,523 | -39.8% | 10,700 | -36.7% | 0.26% | -35.0% |
| Q2 2023 | $1,791,970 | +6.0% | 16,899 | +0.1% | 0.40% | -1.0% |
| Q1 2023 | $1,690,301 | +14.3% | 16,876 | +10.1% | 0.41% | +12.1% |
| Q4 2022 | $1,478,539 | +14.7% | 15,328 | -0.4% | 0.36% | +8.0% |
| Q3 2022 | $1,289,000 | -5.4% | 15,382 | -0.5% | 0.34% | +34.4% |
| Q2 2022 | $1,362,000 | +421.8% | 15,455 | +524.4% | 0.25% | +468.2% |
| Q1 2022 | $261,000 | – | 2,475 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |