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 | $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. | 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% |