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 | $1,448,009 | -9.8% | 14,245 | -5.9% | 0.00% | – |
| Q2 2023 | $1,605,898 | -38.7% | 15,144 | -42.1% | 0.00% | – |
| Q1 2023 | $2,619,152 | +108.5% | 26,150 | +100.8% | 0.00% | – |
| Q4 2022 | $1,256,002 | +14.3% | 13,021 | -0.7% | 0.00% | – |
| Q3 2022 | $1,099,000 | -5.4% | 13,118 | -0.5% | 0.00% | – |
| Q2 2022 | $1,162,000 | -13.9% | 13,189 | +3.0% | 0.00% | – |
| Q1 2022 | $1,350,000 | -1.7% | 12,800 | +5.1% | 0.00% | – |
| Q4 2021 | $1,373,000 | +62.3% | 12,177 | +54.3% | 0.00% | – |
| Q3 2021 | $846,000 | -1.9% | 7,892 | +1.7% | 0.00% | – |
| Q2 2021 | $862,000 | +6.2% | 7,758 | +0.9% | 0.00% | – |
| Q1 2021 | $812,000 | +4.8% | 7,686 | -3.8% | 0.00% | – |
| Q4 2020 | $775,000 | +16.5% | 7,986 | +100.7% | 0.00% | – |
| Q3 2020 | $665,000 | +16.5% | 3,979 | +5.1% | 0.00% | – |
| Q2 2020 | $571,000 | +20.2% | 3,786 | -1.0% | 0.00% | – |
| Q1 2020 | $475,000 | -24.8% | 3,826 | +1.4% | 0.00% | – |
| Q4 2019 | $632,000 | -1.4% | 3,773 | -6.5% | 0.00% | – |
| Q3 2019 | $641,000 | +7.9% | 4,036 | +7.5% | 0.00% | – |
| Q2 2019 | $594,000 | +4.6% | 3,754 | -0.6% | 0.00% | – |
| Q1 2019 | $568,000 | +4.6% | 3,778 | -10.5% | 0.00% | – |
| Q4 2018 | $543,000 | -22.6% | 4,221 | -6.1% | 0.00% | – |
| Q3 2018 | $702,000 | +8.7% | 4,496 | -0.0% | 0.00% | – |
| Q2 2018 | $646,000 | +2.7% | 4,498 | +3.7% | 0.00% | – |
| Q1 2018 | $629,000 | +18.9% | 4,339 | +21.2% | 0.00% | – |
| Q4 2017 | $529,000 | +46.9% | 3,580 | +37.6% | 0.00% | – |
| Q3 2017 | $360,000 | +5.9% | 2,601 | 0.0% | 0.00% | – |
| Q2 2017 | $340,000 | +39.3% | 2,601 | +34.6% | 0.00% | – |
| Q1 2017 | $244,000 | +3.0% | 1,932 | -1.2% | 0.00% | – |
| Q4 2016 | $237,000 | +12.9% | 1,955 | +5.4% | 0.00% | – |
| Q3 2016 | $210,000 | -7.5% | 1,854 | -12.5% | 0.00% | – |
| Q1 2016 | $227,000 | -0.9% | 2,120 | -4.1% | 0.00% | – |
| Q4 2015 | $229,000 | +1.8% | 2,210 | +5.9% | 0.00% | – |
| Q4 2014 | $225,000 | +3.7% | 2,087 | -2.2% | 0.00% | – |
| Q3 2014 | $217,000 | -1.4% | 2,135 | +0.6% | 0.00% | – |
| Q2 2014 | $220,000 | – | 2,122 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 168,460 | $16,357,000 | 3.81% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 67,328 | $6,538,000 | 3.37% |
| First Citizens Financial Corp | 38,390 | $3,728,000 | 3.25% |
| MORGAN JESS S & CO INC | 40,800 | $3,962,000 | 3.16% |
| MinichMacGregor Wealth Management, LLC | 73,161 | $7,103,000 | 2.89% |
| Modus Advisors, LLC | 42,772 | $4,153,000 | 2.15% |
| Kesler, Norman & Wride, LLC | 67,732 | $6,577,000 | 1.83% |
| Cadent Capital Advisors, LLC | 36,231 | $3,518,000 | 1.73% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,564,994 | 1.16% |
| Stillwater Capital Advisors, LLC | 36,615 | $3,555,000 | 0.68% |