ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 218 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,663 | -12.8% | 2,098 | -8.3% | 0.02% | -9.5% |
| Q2 2023 | $242,615 | -8.5% | 2,288 | -13.6% | 0.02% | -12.5% |
| Q1 2023 | $265,218 | -2.7% | 2,648 | -6.3% | 0.02% | -4.0% |
| Q4 2022 | $272,495 | +11.2% | 2,825 | -3.3% | 0.02% | 0.0% |
| Q3 2022 | $245,000 | -22.0% | 2,922 | -1.8% | 0.02% | -3.8% |
| Q1 2022 | $314,000 | -7.1% | 2,976 | -0.6% | 0.03% | 0.0% |
| Q4 2021 | $338,000 | -1.2% | 2,994 | -6.2% | 0.03% | +18.2% |
| Q3 2021 | $342,000 | -3.7% | 3,193 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $355,000 | +5.0% | 3,193 | -0.1% | 0.02% | 0.0% |
| Q1 2021 | $338,000 | +9.0% | 3,195 | 0.0% | 0.02% | +9.5% |
| Q4 2020 | $310,000 | +11.9% | 3,195 | +92.7% | 0.02% | 0.0% |
| Q3 2020 | $277,000 | +13.5% | 1,658 | +2.5% | 0.02% | 0.0% |
| Q2 2020 | $244,000 | +21.4% | 1,617 | 0.0% | 0.02% | -19.2% |
| Q1 2020 | $201,000 | -25.8% | 1,617 | -0.1% | 0.03% | -7.1% |
| Q4 2019 | $271,000 | -24.3% | 1,618 | -28.2% | 0.03% | -26.3% |
| Q3 2019 | $358,000 | – | 2,252 | – | 0.04% | – |
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% |