ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,430,742 | +58.0% | 83,564 | +66.0% | 0.31% | +54.7% |
Q2 2023 | $5,337,068 | +13.5% | 50,331 | +7.2% | 0.20% | +3.1% |
Q1 2023 | $4,700,392 | +52.3% | 46,929 | +46.7% | 0.20% | +39.3% |
Q4 2022 | $3,085,745 | -36.4% | 31,990 | -29.4% | 0.14% | -81.0% |
Q3 2021 | $4,853,000 | +235.6% | 45,285 | +247.9% | 0.74% | +175.7% |
Q2 2021 | $1,446,000 | – | 13,015 | – | 0.27% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fulcrum Equity Management | 31,570 | $4,897,000 | 2.33% |
Ameritas Investment Company, LLC | 15,367 | $2,432,000 | 1.15% |
PLANNING DIRECTIONS INC | 5,347 | $846,000 | 0.86% |
Stillwater Capital Advisors, LLC | 20,417 | $3,231,000 | 0.80% |
BAROMETER CAPITAL MANAGEMENT INC. | 26,800 | $4,241,000 | 0.55% |
NAVELLIER & ASSOCIATES INC | 20,815 | $3,294,000 | 0.51% |
Shulman DeMeo Asset Management LLC | 8,724 | $1,381,000 | 0.51% |
Osborn Williams & Donohoe LLC | 28,717 | $4,545,000 | 0.47% |
FIFTH THIRD SECURITIES, INC. | 9,227 | $1,460,000 | 0.39% |
BigSur Wealth Management LLC | 3,420 | $544,000 | 0.38% |