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 | $276,539 | -10.7% | 2,741 | -6.1% | 0.00% | 0.0% |
| Q2 2023 | $309,637 | -46.2% | 2,920 | -49.2% | 0.00% | -50.0% |
| Q1 2023 | $575,999 | -11.4% | 5,751 | -14.6% | 0.01% | 0.0% |
| Q4 2022 | $649,947 | -99.8% | 6,738 | -31.3% | 0.01% | +50.0% |
| Q3 2022 | $411,411,000 | +54901.5% | 9,808 | +15.6% | 0.00% | -50.0% |
| Q2 2022 | $748,000 | -1.4% | 8,485 | +17.9% | 0.01% | 0.0% |
| Q1 2022 | $759,000 | -11.4% | 7,199 | -5.3% | 0.01% | -11.1% |
| Q4 2021 | $857,000 | -46.1% | 7,600 | -48.8% | 0.01% | -43.8% |
| Q3 2021 | $1,591,000 | +91.5% | 14,849 | +98.5% | 0.02% | +77.8% |
| Q2 2021 | $831,000 | +19.6% | 7,482 | +13.8% | 0.01% | 0.0% |
| Q1 2021 | $695,000 | -58.9% | 6,576 | -62.4% | 0.01% | -55.0% |
| Q4 2020 | $1,690,000 | -99.6% | 17,504 | +45963.2% | 0.02% | +150.0% |
| Q3 2020 | $450,000,000 | – | 38 | – | 0.01% | – |
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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% |