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 | $288,344 | -9.5% | 2,858 | -4.9% | 0.00% | -100.0% |
| Q2 2023 | $318,649 | +8.4% | 3,005 | +2.4% | 0.00% | – |
| Q1 2023 | $294,070 | -60.6% | 2,936 | -62.0% | 0.00% | -100.0% |
| Q4 2022 | $745,733 | +1.0% | 7,731 | -12.3% | 0.00% | -50.0% |
| Q3 2022 | $738,000 | +15.5% | 8,811 | +21.4% | 0.00% | +100.0% |
| Q2 2022 | $639,000 | -4.9% | 7,255 | +13.7% | 0.00% | 0.0% |
| Q1 2022 | $672,000 | -6.3% | 6,382 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $717,000 | +16.8% | 6,357 | +10.9% | 0.00% | 0.0% |
| Q3 2021 | $614,000 | -7.4% | 5,734 | -3.9% | 0.00% | 0.0% |
| Q2 2021 | $663,000 | +10.9% | 5,967 | +5.4% | 0.00% | 0.0% |
| Q1 2021 | $598,000 | +148.1% | 5,661 | +128.3% | 0.00% | 0.0% |
| Q4 2020 | $241,000 | +16.4% | 2,480 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $207,000 | +3.0% | 1,240 | -7.0% | 0.00% | 0.0% |
| Q2 2020 | $201,000 | +21.1% | 1,334 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $166,000 | -25.9% | 1,334 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $224,000 | +5.7% | 1,334 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $212,000 | -7.0% | 1,334 | -7.3% | 0.00% | 0.0% |
| Q2 2019 | $228,000 | +4.6% | 1,439 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $218,000 | +17.8% | 1,439 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $185,000 | -17.8% | 1,439 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $225,000 | +8.7% | 1,439 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $207,000 | -1.0% | 1,439 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $209,000 | -1.4% | 1,439 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $212,000 | +27.7% | 1,439 | +20.1% | 0.00% | 0.0% |
| Q3 2017 | $166,000 | +5.1% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $158,000 | +9.0% | 1,198 | +3.7% | 0.00% | – |
| Q1 2017 | $145,000 | -2.0% | 1,155 | -5.8% | 0.00% | -100.0% |
| Q4 2016 | $148,000 | +5.7% | 1,226 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $140,000 | +3.7% | 1,226 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $135,000 | +73.1% | 1,226 | +68.9% | 0.00% | – |
| Q1 2016 | $78,000 | +4.0% | 726 | 0.0% | 0.00% | – |
| Q4 2015 | $75,000 | -2.6% | 726 | -8.8% | 0.00% | – |
| Q3 2015 | $77,000 | -8.3% | 796 | 0.0% | 0.00% | – |
| Q2 2015 | $84,000 | -2.3% | 796 | 0.0% | 0.00% | – |
| Q1 2015 | $86,000 | +11.7% | 796 | +9.6% | 0.00% | – |
| Q4 2014 | $77,000 | +5.5% | 726 | 0.0% | 0.00% | – |
| Q3 2014 | $73,000 | +12.3% | 726 | +15.1% | 0.00% | – |
| Q2 2014 | $65,000 | +3.2% | 631 | 0.0% | 0.00% | – |
| Q1 2014 | $63,000 | – | 631 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 180,977 | $20,110,000 | 4.37% |
| MORGAN JESS S & CO INC | 42,600 | $4,734,000 | 3.11% |
| First Citizens Financial Corp | 36,601 | $4,067,000 | 3.08% |
| MinichMacGregor Wealth Management, LLC | 76,514 | $8,502,000 | 2.98% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 24,816 | $2,758,000 | 2.66% |
| Modus Advisors, LLC | 43,988 | $4,888,000 | 2.06% |
| Cadent Capital Advisors, LLC | 37,856 | $4,207,000 | 1.75% |
| Kesler, Norman & Wride, LLC | 55,576 | $6,259,000 | 1.44% |
| PLANNING DIRECTIONS INC | 14,943 | $1,660,000 | 1.21% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,935,346 | 1.15% |