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 | $69,690 | -4.9% | 691 | 0.0% | 0.03% | +3.4% |
| Q2 2023 | $73,247 | +6.0% | 691 | +0.1% | 0.03% | -14.7% |
| Q1 2023 | $69,075 | -14.3% | 690 | -17.5% | 0.03% | -8.1% |
| Q4 2022 | $80,612 | +12.0% | 836 | -2.1% | 0.04% | 0.0% |
| Q3 2022 | $72,000 | -33.9% | 854 | -30.7% | 0.04% | -32.7% |
| Q2 2022 | $109,000 | +12.4% | 1,232 | +33.6% | 0.06% | +27.9% |
| Q1 2022 | $97,000 | +15.5% | 922 | +23.9% | 0.04% | +26.5% |
| Q4 2021 | $84,000 | +37.7% | 744 | +30.1% | 0.03% | +17.2% |
| Q3 2021 | $61,000 | +19.6% | 572 | +24.1% | 0.03% | +26.1% |
| Q2 2021 | $51,000 | +2.0% | 461 | 0.0% | 0.02% | -8.0% |
| Q1 2021 | $50,000 | – | 461 | – | 0.02% | – |
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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% |