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 | $165,033 | -9.0% | 1,636 | -4.4% | 0.01% | 0.0% |
| Q2 2023 | $181,410 | +5.9% | 1,711 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $171,264 | +27.7% | 1,710 | +23.0% | 0.01% | +25.0% |
| Q4 2022 | $134,079 | +15.6% | 1,390 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $116,000 | -5.7% | 1,390 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $123,000 | -16.3% | 1,390 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $147,000 | -6.4% | 1,390 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $157,000 | +5.4% | 1,390 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $149,000 | +432.1% | 1,390 | +456.0% | 0.01% | +400.0% |
| Q2 2021 | $28,000 | +7.7% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | +8.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +14.3% | 250 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | +10.5% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +18.8% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -23.8% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $21,000 | +5.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $20,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $20,000 | +5.3% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | – | 125 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |