ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,957 | -4.9% | 5,570 | 0.0% | 0.35% | -5.4% |
| Q2 2023 | $590,643 | -0.5% | 5,570 | -6.0% | 0.37% | -10.6% |
| Q1 2023 | $593,348 | +1.4% | 5,924 | -1.3% | 0.42% | -15.0% |
| Q4 2022 | $585,319 | +11.5% | 6,000 | 0.0% | 0.49% | +5.9% |
| Q3 2022 | $525,000 | -13.4% | 6,000 | -14.3% | 0.46% | -13.0% |
| Q2 2022 | $606,000 | -27.4% | 7,000 | -12.5% | 0.53% | -10.9% |
| Q1 2022 | $835,000 | -5.1% | 8,000 | 0.0% | 0.60% | -1.5% |
| Q4 2021 | $880,000 | +1.9% | 8,000 | -0.8% | 0.60% | -5.6% |
| Q3 2021 | $864,000 | -6.5% | 8,062 | -3.0% | 0.64% | -0.6% |
| Q2 2021 | $924,000 | +149.1% | 8,312 | +140.0% | 0.64% | +132.5% |
| Q1 2021 | $371,000 | +3.9% | 3,463 | -6.8% | 0.28% | -1.1% |
| Q4 2020 | $357,000 | – | 3,714 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Millennium Group LLC | 34,391 | $3,444,679 | 3.46% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,205 | 2.07% |
| Modus Advisors, LLC | 43,405 | $4,347,408 | 2.00% |
| EUDAIMONIA ADVISORS LLC | 23,469 | $2,350,613 | 1.58% |
| SOUTHERN CAPITAL ADVISORS, LLC | 17,716 | $1,774,434 | 1.31% |
| Rainsberger Wealth Advisors, Inc. | 19,421 | $1,945,168 | 1.15% |
| PLANNING DIRECTIONS INC | 11,557 | $1,158 | 0.86% |
| WEALTH ADVISORS, INC. | 16,961 | $1,673,321 | 0.80% |
| Frank, Rimerman Advisors LLC | 25,616 | $2,565,699 | 0.71% |
| Bray Capital Advisors | 20,824 | $2,085,732 | 0.61% |