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 | $1,018,016 | -7.5% | 10,186 | -2.8% | 0.05% | -63.8% |
| Q2 2023 | $1,100,093 | -3.9% | 10,476 | -8.3% | 0.14% | +147.4% |
| Q1 2023 | $1,144,605 | -51.9% | 11,428 | -53.7% | 0.06% | -48.2% |
| Q4 2022 | $2,380,123 | +112.9% | 24,675 | +85.0% | 0.11% | +64.2% |
| Q3 2022 | $1,118,000 | -8.1% | 13,339 | -3.3% | 0.07% | -4.3% |
| Q2 2022 | $1,216,000 | -33.4% | 13,799 | -20.4% | 0.07% | +4.5% |
| Q1 2022 | $1,827,000 | -7.8% | 17,328 | -1.4% | 0.07% | -6.9% |
| Q4 2021 | $1,981,000 | – | 17,569 | – | 0.07% | – |
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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% |