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 | $662,423 | -4.1% | 6,566 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $690,935 | +5.2% | 6,516 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $656,551 | +2.8% | 6,555 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $638,578 | -2.8% | 6,620 | -15.7% | 0.00% | 0.0% |
| Q3 2022 | $657,000 | -12.9% | 7,851 | -8.2% | 0.00% | 0.0% |
| Q2 2022 | $754,000 | -16.9% | 8,549 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $907,000 | -6.3% | 8,600 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $968,000 | +1.4% | 8,596 | -3.7% | 0.00% | 0.0% |
| Q3 2021 | $955,000 | +3.9% | 8,922 | +7.9% | 0.00% | 0.0% |
| Q2 2021 | $919,000 | -21.7% | 8,272 | -25.4% | 0.00% | 0.0% |
| Q1 2021 | $1,173,000 | -4.9% | 11,092 | -12.7% | 0.00% | 0.0% |
| Q4 2020 | $1,234,000 | +16.4% | 12,706 | +100.3% | 0.00% | 0.0% |
| Q3 2020 | $1,060,000 | -20.7% | 6,343 | -28.3% | 0.00% | -50.0% |
| Q2 2020 | $1,336,000 | +9.7% | 8,852 | -9.7% | 0.00% | 0.0% |
| Q1 2020 | $1,218,000 | -24.3% | 9,804 | +2.2% | 0.00% | 0.0% |
| Q4 2019 | $1,608,000 | +2.0% | 9,596 | -3.4% | 0.00% | 0.0% |
| Q3 2019 | $1,577,000 | +1.0% | 9,930 | +0.6% | 0.00% | 0.0% |
| Q2 2019 | $1,562,000 | +6.8% | 9,874 | +2.5% | 0.00% | +100.0% |
| Q1 2019 | $1,463,000 | +14.7% | 9,637 | -3.0% | 0.00% | 0.0% |
| Q4 2018 | $1,276,000 | -21.6% | 9,934 | -4.6% | 0.00% | -50.0% |
| Q3 2018 | $1,627,000 | +2.7% | 10,418 | -5.5% | 0.00% | 0.0% |
| Q2 2018 | $1,584,000 | +0.1% | 11,020 | +0.9% | 0.00% | 0.0% |
| Q1 2018 | $1,583,000 | +12.7% | 10,918 | +14.6% | 0.00% | +100.0% |
| Q4 2017 | $1,404,000 | +15.2% | 9,531 | +8.4% | 0.00% | 0.0% |
| Q3 2017 | $1,219,000 | +17.0% | 8,792 | +11.0% | 0.00% | 0.0% |
| Q2 2017 | $1,042,000 | +4.1% | 7,923 | -0.3% | 0.00% | 0.0% |
| Q1 2017 | $1,001,000 | +11.3% | 7,948 | +6.5% | 0.00% | 0.0% |
| Q4 2016 | $899,000 | +18.4% | 7,466 | +12.5% | 0.00% | 0.0% |
| Q3 2016 | $759,000 | -6.8% | 6,638 | -10.4% | 0.00% | 0.0% |
| Q2 2016 | $814,000 | -4.3% | 7,412 | -6.8% | 0.00% | 0.0% |
| Q1 2016 | $851,000 | -3.8% | 7,953 | -7.5% | 0.00% | 0.0% |
| Q4 2015 | $885,000 | +9.7% | 8,596 | +2.7% | 0.00% | 0.0% |
| Q3 2015 | $807,000 | -18.5% | 8,369 | -10.9% | 0.00% | 0.0% |
| Q2 2015 | $990,000 | -12.2% | 9,396 | -10.1% | 0.00% | 0.0% |
| Q1 2015 | $1,128,000 | +248.1% | 10,450 | +245.1% | 0.00% | – |
| Q4 2014 | $324,000 | +8.0% | 3,028 | +1.7% | 0.00% | – |
| Q3 2014 | $300,000 | -19.4% | 2,976 | -17.0% | 0.00% | – |
| Q2 2014 | $372,000 | +5.4% | 3,586 | +2.2% | 0.00% | – |
| Q1 2014 | $353,000 | -20.3% | 3,509 | -19.6% | 0.00% | -100.0% |
| Q4 2013 | $443,000 | +57.1% | 4,366 | +40.3% | 0.00% | – |
| Q3 2013 | $282,000 | +14.2% | 3,113 | +4.5% | 0.00% | – |
| Q2 2013 | $247,000 | – | 2,980 | – | 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% |