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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $9,742 | -18.8% | 101 | -21.7% | 0.01% | -16.7% |
| Q3 2022 | $12,000 | 0.0% | 129 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $12,000 | -7.7% | 129 | +3.2% | 0.01% | 0.0% |
| Q1 2022 | $13,000 | -7.1% | 125 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 125 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $13,000 | -7.1% | 125 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $14,000 | -26.3% | 125 | -32.1% | 0.01% | -40.0% |
| Q1 2021 | $19,000 | – | 184 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 41,024 | $4,325,000 | 3.15% |
| First Citizens Financial Corp | 38,005 | $4,007,000 | 3.01% |
| MinichMacGregor Wealth Management, LLC | 82,130 | $8,658,000 | 2.77% |
| Modus Advisors, LLC | 43,822 | $4,620,000 | 2.03% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,321,000 | 1.92% |
| NEIRG Wealth Management, LLC | 83,210 | $8,773,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 67,194 | $7,084,000 | 1.58% |
| Rainsberger Wealth Advisors, Inc. | 19,819 | $2,089,000 | 1.34% |
| PLANNING DIRECTIONS INC | 15,360 | $1,619,000 | 1.14% |
| EUDAIMONIA ADVISORS LLC | 16,900 | $1,782,000 | 1.02% |